Deleting a contact also deletes the incidents for which the contact is the primary
contact. However, deleting a contact who is associated with an incident but is not the
primary contact, does not delete the incident.
If you do not want to delete the incidents for which the contact is the primary contact,
you can reassociate the incidents with a different contact before you delete the
original contact.
- Right-click the contact you want to delete and select .
- Click the Incidents tab.
- Right-click the first incident and select Open.
-
Click the Contacts tab on the incident.
- Click Add Existing.
- Search for a contact on the Contact Search window using the procedure described in Search for a Contact from an Open Record.
The contact you select appears on the Contacts tab of the incident.
Note: Adding a contact to an incident using the Add
New or Add Existing functionality from the Contacts tab on the incident
retains the primary contact, and adds the new contact as a secondary
contact.
- Select the option under the Primary column for the contact
you added.
This makes the new contact the primary contact for the
incident.
- Click OK to close the incident.
- Repeat these steps for every incident you want to associate
with a different contact.
- Click Save.
Results:
The incidents you reassociated no longer appear on the Incidents
tab of the contact. Now you can delete the contact that was originally
the primary contact. See What Happens When You Delete a Contact.