Deleting a Contact

Created by Allison Cloyd, Modified on Mon, 26 Dec 2022 at 05:56 PM by Robert Butler

This article will walk you through how to delete a contact record and some common reasons why you may not be able to delete a contact record.

Deleting a Contact

  1. Start by searching for the contact in the search bar (top right of your Actionstep page).
  2. Once you have the contact record open click "Edit"
  3. If the delete button is red click "Delete"

    A contact record with the red 'Delete' button highlighted

  4. If the delete button is greyed out, Hover over the '?' button and this will tell you why you cannot delete the contact.

    A contact record with the greyed out 'Delete' button highlighted

    A contact record with the question mark icon next to the greyed-out 'Delete' button highlighted

Reasons you may not be able to delete the contact

  • If the contact is a party on a matter/s - you will need to go into each of the matters listed and remove the contact from the matter. Once this is done you can go back into the contact record hit refresh and click delete. To do this:

    1. Click on "Parties"
    The Matter screen with the parties tab highlighted
    2. Click on the view menu
    The parties screen within a Matter with the view menu highlighted
    3. Click on "Remove Party"

    The view menu open with the 'Remove Party' menu item highlighted

  • If the contact has accounting transactions - once a contact is linked to any Accounting record, you are unable to delete this contact even if you remove all the accounting records.
    Instead:

    1. Enter 'zzz' in front of their name

    A contact record with 'ZZZ' added in front of the first name
    2. Click "Save" and this contact record will no longer come up.


Related Articles:

- Editing a Contact

- Contacts