Delete a Contact

1. On the left, click the Contact Management navigation button to open the Contact List page.
2. In the View list, select the type of contact if known: Individuals, Producers, Businesses, or Trusts. Otherwise, skip this step.

3. Scroll to find the contact, or search for a contact:

   1. In Search for Contacts, type the beginning letters of the contact name.
   2. Press Enter or click to display all matching search results in the Contacts grid.
4. In the left column of the Contacts grid next to Name, select the check box for each contact to delete.
5. Click the Delete Contacts button.

6. On the Confirm dialog box:

   • Click Yes to delete the selected contact and remain on the Contact Management page.
   • Click No or click Cancel to not delete the selected contact and remain on the Contact Management page.