Delete client contacts
Before deleting, consider whether you may need the contact details in the future. If so, you can move them down the list, or archive them.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- Select the Contacts tab.
- Find the contact you want to delete and select the cross at the right of the header.
- Confirm the deletion.