Rocket Matter Knowledge Base ContactsHow to delete a Contact

How to delete a Contact

1.  Navigate to the Contact record.

1.  Navigate to the Contact record.

2.  Click "Delete".

2.  Click "Delete".

3.  Confirm by clicking "Yes, delete".

3.  Confirm by clicking "Yes, delete".

Note:  Rocket Matter will not allow you to delete a Contact which is associated with a Matter (aka a Client), or if the Contact has funds remaining in a Client Trust Account.   In order to delete the Contact, the Matter needs to be deleted, and/or the Trust Account funds need to be dispersed/zeroed out.

 

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