removing person contact

Discussion of the "CRM" module

removing person contact

Postby Maria1985 » Tue Dec 06, 2016 12:54 pm

Why I can't delete Person contact in CRM?
Maria1985
 
Posts: 19
Joined: Tue Nov 29, 2016 12:51 pm

Re: removing person contact

Postby Alex » Tue Dec 06, 2016 1:47 pm

Hello!

Please note that if an invoice has been made out to a contact, you cannot delete this contact until you delete the associated invoice.

Follow this instruction to delete the invoice:
-select the invoice you need in the Invoices list;
- click the drop-down menu to the right of the invoice title;
- select the Delete this invoice option from the Actions drop-down list;
- confirm deleting by clicking Ok button.

You can find more information about CRM module and instruction how to delete Person by this link: https://helpcenter.onlyoffice.com/getti ... d/CRM.aspx
Alex
 
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Joined: Tue Nov 01, 2016 1:14 pm


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