Rocket Matter Knowledge Base ContactsHow to delete a Contact.

How to delete a Contact.

1. Navigate to the Contact record.

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 that 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 the Trust Account funds need to be dispersed/zeroed out.

 

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