Overview:
This article provides a step-by-step process on how to delete a contact in X4A CRM.
Important: Deleting a contact in X4A CRM will permanently remove all associated records, including but not limited to opportunities, activities, cases, social profiles. Ensure you have reviewed and backed up any critical information before proceeding.
Note: This action only applies to users with rightful Admin role/permissions.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Contacts.
Make sure your view is the All Contacts to show all contact records.
Use the filter or quick find to search for the contact you want to delete.
Check the box next to the contact’s name to select it. You can select multiple contacts if needed.
Click Delete located at the command bar.
A pop-up confirmation will appear, click Delete to confirm. The contacts will be deleted as well as the records under the contact.