Delete Contact

Use the Delete Contact screen to delete a contact from a customer profile and reassign or remove the contact from the scheduled call or call history. Neither the primary contact nor a MyDealer contact can be deleted from a customer profile.

To open the Delete Contact screen, click the Delete button on the Edit Contact screen when deleting a contact with scheduled calls or call history.

The options on the Delete Contact screen are:

Option	Description
Reassign the previous calls to a new contact	Transfers any scheduled calls or call history from the contact being deleted to the contact person specified in the New Contact field.
Remove the contact from the calls	Deletes the contact from any scheduled calls or call history without reassigning the calls.

The field on the Delete Contact screen is:

Field	Description
New Contact	Select the new contact who will be assigned to the deleted contact's scheduled calls or call history. This field only appears if the Reassign the previous calls to a new contact option is selected.

The buttons on the Delete Contact screen are:

Button	Description
Continue	Depending on the option selected above, this continues with the process of deleting the contact and reassigning any calls, or deletes the contact without reassigning the calls.
Cancel	Closes the Delete Contact screen and does not continue the process of removing the contact.

Security: 996- Customer Profile

Revision: 2025.12