To archive/delete a contact from a client profile search everything to find the client profile

Open the client profile and click the Contacts tab on the right-hand side of the main dashboard

The contacts associated with the company appear on the left-hand side, click the trash icon to archive the contact

If you wish to see archived contacts click the Include Archived icon


All activities and correspondence will be retained for future reference, however, the contact will be hidden from global searches and within your Gmail or Outlook 365 add-in

To Unarchive a Contact click the arrow and it will be reinstated to the client record


Did this answer your question?