Remove Contact without Deleting Contact
complete
T
Tyler Otto
If I have a contact on several client portals, and I want to remove him from one company, my instinct is to go to that company's portal, and click the trash can next to the contact. Problem is that it will completely delete the contact from ALL companies. Can we "remove" a contact from a company rather than having "delete" be the option. I realize the fix is to go into the overall Client Portal Settings and remove the company under that contact, but that doesn't seem quite as intuitive.
B
Ben Stein
marked this post as
complete
B
Ben Stein
(this has been complete for a long time)
E
Elaine Sims
Please add this. Also archiving a contact instead of deleting them, much like we can archive a client.
B
Ben Stein
marked this post as
under review
E
Elaine Sims
Ben Stein Status??
B
Ben Stein
Elaine Sims if you delete a contact, we do actually preserve all of their answers - so you can see which messages they sent prior to being deleted, so this can be considered complete
B
Ben Stein
Yep this makes sense!