You can delete contacts in mattero™, but be aware of the following constraints:

• If security roles are set, the user deleting a contact must have the Delete Matters and Contacts permission. For more information, see Security Roles.
• Deleting a contact also deletes all documents and tasks associated with the contact.
• You cannot delete a contact if:
  • It is a user or a client of a matter.
  • There are matter contact custom fields associated with the contact
  • There are trust records associated with the contact.

To delete a contact:

1. Navigate to the Summary tab for a contact.
2. Select Edit.

3. Select Delete Contact.

   Note: Depending on the content displayed for the contact, you might need to scroll down to the Delete Contact button.

   A warning message appears stating either that the contact cannot be deleted, for the reasons listed above, or that deleting a contact cannot be undone, and lists the number of documents and tasks that will also be deleted.
   

4. As a best practice, you can follow the links displayed for the tasks and documents to be deleted, to review these items before deletion
5. Assuming you still want to delete the contact, enter the contact full name to confirm deletion, and then select Delete.