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.

  1. 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.

  2. Select the Contacts tab.
  3. Find the contact you want to delete and select the cross at the right of the header.
  4. Confirm the deletion.