Delete contacts

Deleting a contact is permanent, and there is no archive. A deleted contact can't be restored: you would have to add them again and re-invite them to any portal.

Before you start

• You need permission to delete clients. Only admins have it by default.
• Check their Linked projects on the contact's page first. Techstyles doesn't warn you if the contact is on a project or invoice.

Delete one contact

Delete is only in the contacts list, not on the contact's page.

1. Go to CRM > Contacts.
2. Click … on the contact's row and choose Delete.
3. In Delete Contact, click Delete.

Delete several contacts

1. Tick each contact, or tick the box in the header to select the whole page.
2. Click Delete (2) (the number matches your selection).
3. Confirm in Delete Selected Contacts?.

What happens next

Deleted with the contact:

• their notes;
• their client portal and contractor portal access;
• drawing packages shared with them.

Kept, but no longer linked to anyone:

• projects where they were the client or contractor;
• invoices, purchase orders and proposals;
• products where they were the supplier;
• synced emails.