Delete a Contact from a Company

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To delete a contact from a company:

  1. Expand Project Information and click Companies.
  2. Open a company document in View or Edit mode.
  3. Click the Contacts tab, scroll all the way to the right of the window, and click Delete.
  4. When prompted to confirm whether you want to delete, click Yes.

    Note: You cannot delete a key contact.

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Last Published Wednesday, June 17, 2015