Edit / Delete Contact

Edit / Delete an Existing Contact

There are different methods available to locate a Contact record. Refer to the section entitled Search for Contacts to locate the contact record you wish to edit or update.

Edit a Contact

Once the record has been located, double click to open. Updating is a matter of clicking into the desired field and making the necessary changes.
If the phone number field is changed, Move-N will prompt to update all records where this phone number is currently in use.

Delete a Contact

Select the name of the person to be deleted from the Name Search drop-down list as described above.
Right click the record in the list and select Delete

NOTE: It is not possible to Delete a Contact if there are open Appointments in the Appointment History section. See the Appointments section of this manual for completing appointments.

NOTE: If the contact in question is no longer with the company which it is linked to, removing the checks in the "Mail" and "In Drop Downs" boxes would remove the contact from pick lists and future mail merges. This method would allow maintaining the record for history purposes, keeping the notes and appointment history intact, and serve the purpose of removing the record from active screens.