Remove Contact without Deleting Contact
under review
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.
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
B
Ben Stein
Yep this makes sense!