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Supprimer les coordonnées d’un client

Cet article explique comment supprimer un contact de client à partir d’une intervention en cours, en attente ou passée.

Pour supprimer les coordonnées d’un client :

Allez à l’onglet Contacts .
Trouvez le contact client que vous souhaitez supprimer en utilisant le champ de Recherche ou en faisant défiler la liste.
Cliquez sur les trois points à côté du contact client .
Cliquez sur Supprimer le contact.
Pour confirmer la suppression, cliquez sur SUPPRIMER LE CONTACT.

Note

Les interventions liées à ce contact de client supprimé seront toujours disponibles. Une fois supprimé, le nom du client sera remplacé par une ligne d’étoiles Ceci sera affiché dans les interventions, les rapports, les alertes, les notes et les évaluations existants.