FAQ - How do I Delete / Archive / Restore a Contact

Steps to Delete a Contact:

1. Select Portfolio Data from the main menu
2. Select Contacts from the sub-menu to display the Contact List
3. Use the Search field to search for the Contact in question. Then click View to open the Contact form.
4. Click Edit and then Delete on the bottom left.
5. Follow the prompts to permanently delete the Contact.

Steps to Archive a Contact:

1. Select Portfolio Data from the main menu
2. Select Contacts from the sub-menu to display the Contact List
3. Use the Search field to search for the Contact in question. Then click View to open the Contact form.
4. Click Edit and then Archive on the bottom left.
5. Follow the prompts to Archive the Contact.

Steps to Restore a Contact:

1. Select Portfolio Data from the main menu
2. Select Contacts from the sub-menu to display the Contact List
3. From the Options drop down, select View Archived.
4. Use the Search field to search for the Contact in question. Then click View to open the Contact form.
5. Click Edit and then Restore on the bottom left.
6. Follow the prompts to restore the Contact.