Delete a contact
Note: Deleting a contact is an irreversible action and cannot be undone. Any linked enquiries, applications, comments, notes, Activity Log notes, documents and assessment data (including Information Request, Self Assessment, Final Check) will also be deleted. Ensure to download copies of these reports in order to retain the reports.
1. Find and select the contact you wish to delete using the ‘Search’ function. Click on their name
2. In the ‘Contact Details’ screen which opens, click on ‘Edit contact’ in the top right corner.
3. Click on the ‘Delete’ button on the bottom left of the subsequent ‘Edit Contact’ screen.
4. This will trigger a cautionary pop-up advising you this action cannot be undone. Click the ‘Confirm Delete’ button if you wish to proceed.
