Deleting a Client Contact

Deleting a Client Contact

If your client has contacted you to say one of the people you have listed as a client are not actually a client on a case, you can simply right click and delete them from the contacts area;


You will then be prompted with an "Are you sure" question

Occasionally, you may be restricted from deleting a client if they have been a document or questionnaire recipient. 

If you are running Version 9.0.29.XXXX or below of Redbrick then you will need to now raise a ticket with our support desk. If you are running 10.0.30.XXXX or above you will get a pop up like this
Which will allow you to delete the contact anyway. 

If you are running 10.0.30 or above and you cannot delete the contact it is a permission. your administrators can find the permission in Options>Users and Groups>Groups>Permissions

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