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Removing Contact Records

Three methods for removing contact records are described.

This task is a step in Process of Managing Contacts.

Merging Contact Records

If you find that two or more contact records contain the same information, you should merge the records into one in order to keep the database accurate. For more information on merging records, see Siebel Fundamentals.

Removing Employees from a Contact's Team

As an alternative to deleting a contact, consider making the Siebel administrator the primary team member so that he or she can remove all other employees from the account's team.

Deleting a Contact

Deleting a contact completely removes the contact from the system. Be aware that deleting a contact could have undesired consequences.

NOTE:  If a Contact record is deleted from the Data Administration, Contacts view, any records for that contact in the Signature Audit Administration view display with blank Last Name, First Name, and Reference # fields. To avoid this problem, you might need to enforce a business rule that prevents the delete record function from operating in the Data Administration, Contacts view.

If you are certain that the contact is no longer active, use the following procedure to delete it.

To delete a contact

1. Navigate to the Contacts screen, then the Contact Administration view.

   The Contact Administration view appears.

2. In the Contacts list, select and then delete the appropriate contact.

   The contact is deleted from the list.