Remove outdated or incorrect client contact details to keep your records clean and organized in Vantage.
How to Delete a Client Contact
Go to the Clients tab in your Vantage dashboard.
Tap on the client card containing the contact you want to remove.
Navigate to the Contacts tab.
Find the contact you want to delete and tap on it.
Tap the “Delete” button in the right top corner and confirm the action when prompted.
Once deleted, the contact will be permanently removed from the client’s profile. This action is only visible internally and cannot be undone, so be sure before confirming.