FAQ - How do I Delete / Archive / Restore a Contact
Steps to Delete a Contact:
- Select Portfolio Data from the main menu
- Select Contacts from the sub-menu to display the Contact List
- Use the Search field to search for the Contact in question. Then click View to open the Contact form.
- Click Edit and then Delete on the bottom left.
- Follow the prompts to permanently delete the Contact.
Steps to Archive a Contact:
- Select Portfolio Data from the main menu
- Select Contacts from the sub-menu to display the Contact List
- Use the Search field to search for the Contact in question. Then click View to open the Contact form.
- Click Edit and then Archive on the bottom left.
- Follow the prompts to Archive the Contact.
Steps to Restore a Contact:
- Select Portfolio Data from the main menu
- Select Contacts from the sub-menu to display the Contact List
- From the Options drop down, select View Archived.
- Use the Search field to search for the Contact in question. Then click View to open the Contact form.
- Click Edit and then Restore on the bottom left.
- Follow the prompts to restore the Contact.
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