Use the Delete Contact function to remove duplicate or incorrect contact entries.
NOTE: You must have Delete permissions to the Provider Tab to delete a contact.
To delete a contact:
Navigate to the General Tab of the Contact you wish to delete.
On the three-dot menu, select the Delete Contact option.
Confirm your selection on the Delete Provider message.
Click the Yes button to permanently delete the active contact from Neos.
Click the No button to abort the contact deletion.
4. If the contact is involved in any cases, intakes, messages, etc., a warning prompt will display showing the list of areas where the contact is in use.
5. Click the Close button to return to the General Tab.
NOTE: You cannot delete a contact that is attached to a Case. You must first replace the incorrect contact. To view a list of cases where the contact is involved, select the List Provider Usage option on the three-dot button.
If the contact is not used anywhere in Neos, a success banner will display when the contact has been deleted.
