You can add or delete a contact from either – Accounts tab or Directory tab.
- Account 360 – Contacts can be added or deleted from specific accounts.
- Search or select the specific accounts that need to be updated
- Click on the three dots at the right end of the contact section.
- Either click on the delete icon to delete the contact
- Or click on the pencil icon to update contact information
- Directory/ Contacts – Contacts can be added or deleted from specific accounts.
- Search or select the specific accounts that need to be updated
- Click on the three dots at the right end of the contact row.
- The top of the option is for editing the contact and the bottom option is to delete the contact.
