To Delete a contact, you must first Delete all the Jobs that Customer has.
Navigate to Contacts from the main menu.
Use the search box or browse the list to find the contact you want to remove.
Click on the contact to open their details.
Go to the Jobs menu;
Click on the Job card.
Click Delete Job
Repeat these steps until all the Jobs for that customer have been deleted.
When there are no Jobs let, you can Delete Customer
.
Important: Deleting a contact is permanent and may affect any documents, quotes, or records linked to that contact.
If you can't see the Delete Contact option, it may be due to your user permissions. In that case, contact your DocFlite account administrator for assistance.