Editing or removing a contact for a general contact

On General Contact Details - Contacts tab, you can edit the association of a contact assigned to a general contact record. You can also remove a contact from a general contact record.

To edit a contact association for a general contact record:

  1. On General Contact Details - Contacts tab, right-click the contact whose association you want to edit and select Edit Selected Contact.

  2. On Associations, make any changes you need to make on the Associations tab or the Supplementary Details tab.

  3. Click OK to save the changes.

To remove a contact from a general contact record:

  1. On General Contact Details - Contacts tab, right-click the contact you want to remove and select Remove Selected Contact.

  2. Click Yes to confirm the removal.

 

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