How to delete a Contact.
1. Navigate to the Contact record.
2. Click '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.
Need more help? Contact our Award-Winning Product Specialists at (888) 432-1529 or [email protected].