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Contactpersoon van klant verwijderen

In dit artikel leggen we uit hoe u een contactpersoon van een klant kunt verwijderen uit een bestaande taak, taak in behandeling of vorige taak:

Ga naar het tabblad Contactpersonen.
Zoek de contactpersoon van de klant die u wilt verwijderen door het zoekvak te gebruiken of door de lijst te scrollen.
Klik naast de Contactpersoon van de klant op de drie stippen.
Klik op Contactpersoon verwijderen.
Klik vervolgens op CONTACTPERSOON VERWIJDEREN om de taak te bevestigen.

Opmerking

Taken gerelateerd aan de verwijderde contactpersoon van de klant blijven beschikbaar. Na het verwijderen wordt de naam van de klant vervangen door een paar sterretjes. Dit wordt weergegeven in bestaande taken, rapporten, alarmen en bij scores en beoordelingen.