Deleting a contact
Deleting a contact removes them from your active records. Deletions are soft — the contact moves to the Recycle Bin and is permanently removed after 90 days, giving you a window to recover them if needed.
Steps
Deleting a single contact:
- Go to Contacts in the sidebar
- Find the contact in the list
- Click the Delete (bin) icon on their row
- Confirm by clicking Delete in the dialog
Deleting multiple contacts:
- Select the contacts you want to delete using the checkboxes
- Click the Delete icon that appears in the toolbar
- Confirm the bulk deletion
What happens when a contact is deleted
DataWhat happens
Contact record
Soft-deleted — moved to Recycle Bin, removed permanently after 90 days
Links to clients
Immediately and permanently removed — must be manually re-linked if the contact is restored
Meetings
The contact's name remains on existing meeting records
Client-contact links are not recoverable after deletion. If you restore a contact from the Recycle Bin, you will need to re-link them to their clients manually.
Recovering a deleted contact
Deleted contacts can be recovered from the Recycle Bin within 90 days. Go to Admin → Recycle Bin (Org Admins only) to find and restore them.
Unlinking vs. deleting
If you only want to remove a contact from one specific client — without deleting the contact entirely — use the Unlink option in the client's Linked Contacts panel instead. See Linking a contact to a client for details.