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Eliminare un contatto cliente

Questo articolo spiega come eliminare un contatto cliente da un lavoro esistente, in sospeso o precedente.

Andare alla scheda Contatti.
Trovare il contatto cliente che si desidera eliminare utilizzando la casella di ricerca o scorrendo l'elenco a discesa.
Accanto al contatto cliente, fare clic sui tre puntini .
Fare clic su Elimina contatto.
Per confermare l'eliminazione, fare clic su ELIMINA CONTATTO.

Nota

I lavori relativi al contatto clienti eliminato continueranno a essere disponibili. Una volta eliminato, il nome del cliente verrà sostituito da una riga di stelle. Verrà mostrato sui lavori, report e avvisi esistenti e nelle valutazioni e revisioni.