Correspondence contacts are managed from the Correspondence tab within the Address Book Organisation. It is not possible to remove a Correspondence Contact from the Contacts tab of a case.
To delete a correspondence contact:
- Go to the Address Book
Shortcut: If you are viewing the Correspondence Contacts on the Contacts tab of a case, click the Organisation name to the left to jump to the Address Book. - Find and click on the Client Organisation name
- Click on the ‘Correspondence’ tab
- Click on the correspondence category (Correspondence, Billing, Renewal etc.)
- Click ‘Delete’ next to the contact name
This will remove the person as a contact for any cases that match the criteria set up for that Correspondence Contact.
The person will NOT be deleted from your Address Book.
Note: The Person would first need to be removed as a Key Contact from all cases.