Deleting or Archiving a Contact

Keep your contacts list relevant by removing inactive profiles or archiving past members for recordkeeping.

What you can do

• Permanently delete a contact and all info
• Archive a contact (removes from day-to-day workflow, preserves history)
• View archived contacts as needed

How to delete or archive

1. In Contacts, select the relevant profile
2. Click Delete or Archive
3. Confirm the action in the dialog box

Important Deleting a contact is irreversible. Archiving keeps the data for audits or legal needs but hides it from main lists and assignments.

Related guides

• Editing contacts
• Managing contact documents