Skip to main content

CallTrax NEXT Deleting Contacts (CLTX303)

The following procedures will guide through deleting contacts created for a household relationship within CallTrax NEXT.

 

Step 1              Log into CallTrax NEXT.

Step 2              On the landing page, click on Customer Dashboard from the main menu

Step 3              Locate the customer within the Search box

Note: Using more than one of the available search components will assist in better matching to the desired record.

Step 4              On the Customer Dashboard page, locate the Household Customers section

Step 5              To delete a contact that was created, click on the contact within the Household Customers box

5.1                    Click on Delete

5.2                    Click Yes to the confirmation message

  CLTX303-A.png                        

Note: The menu options available are dependent on the role assigned to the user. If the role does not allow certain permissions, the option available may only be the View option.

Article Reference: CLTX303