Find out how to delete a contact in just 3 steps.
It is possible for all users to delete a contact.
Once deleted, the contact no longer appears in the contact list. It will be impossible to access elements of the contact's file, such as insurance, investments, documents and analyses.
Delete a contact
- Scroll to the bottom of the contact file.
- Click on the Delete button in the Other actions section.
- Confirm deletion by clicking on the Delete button in the confirmation window.
Delete a contact from the list
- Select the contacts to be deleted using the box to the left of their name.
- Click on the Delete button in the Actions menu.
- Confirm deletion by clicking on the Delete button in the confirmation window.
It is possible to recover a deleted contact.
The procedure for recovering a deleted contact will be added shortly.