Delete a contact

Before you start

  • Make sure you're assigned to a permission group that has Contacts enabled.
  • Once you delete a contact, it can't be retrieved.
  • You can only delete a contact if there are no items in Onvio Center referencing the contact.

Delete or remove a contact

When you delete a contact, their relationships will be deleted with other contacts and clients.

  1. In Onvio Center select Setup, then All Contacts.
  2. Choose the Contacts to delete.
  3. Select Delete and select Delete again to confirm.

Delete contact error

If you receive an error while trying to delete a contact, the contact still has items referencing them in Onvio Center such as

  • A document request
  • A document approval
  • A relationship to a client

Contact us

Was this article helpful?