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removing person contact

PostPosted: Tue Dec 06, 2016 12:54 pm
by Maria1985
Why I can't delete Person contact in CRM?

Re: removing person contact

PostPosted: Tue Dec 06, 2016 1:47 pm
by Alex
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