Delete a Contact Source

Delete a Contact Source

This file will guide you through the steps to delete a contact source from the software. Contact sources can only be deleted if they have no clients attached to them. The number of contacts assigned to a source will show next to that source field on the right hand side column. Should you wish to delete a source that has contacts assigned you will first be asked to select a new source to assign those contacts over to


To delete a source follow these steps:

  • Go to the main menu and click on setup menu
  • Click on sub menu called contact sources
  • You will now see a list of all your contact sources
  • Simply click on the delete/trash icondelete.pngon the right hand side of the page
  • A new page will open and you will be asked if you are sure you wish to delete ? if so, simply click the Yes button  

  • If you have contacts assigned to a source a new page will open and it will say " Because this source has contacts and/or enquiries attached, you must select a new source to assign these to"
  • Simply choose your new source in the selector drop box
  • Click the Yes button