Sometimes you want to remove more than one contact at a time.
The ClientTouch Work Group is where you will group the contacts together and complete the Delete Contacts action for the group.
Click ClientTouch in the toolbar.
There are two ways to add contacts to ClientTouch.
The Contact List has a column with a grey icon next to each contact record. This tells you which contacts are in the Client Touch workgroup.
Gray - NOT in workgroup
Green - IN workgroup
If you don't see the In Client Touch button in your contact list see: Add In Client Touch to Contact View.
Locate a contact that should be part of the group you're creating and click the grey icon. It will turn green, that contact is now part of the ClientTouch workgroup.
Notice the Client Touch # update in the toolbar.
Click the Add Contacts tab to add a group to the workgroup.
**You can also click the Add Everyone button to add everyone in your database to the workgroup.
The number of contacts in the workgroup will appear at the top of the page. Click the Actions tab to complete an action for this group.
3. Now that you've added contacts to Client Touch let's delete them.
Here, on the Actions Tab, you can complete an action for your group.
Click the Delete Contact button.
Check the "I understand" Box and click Continue.
Read through the warning. When you are certain that you would like to remove the contacts, click Delete these contacts forever!
The contacts will be permanently removed from your database.
You will return to an empty ClientTouch workgroup.
If you need additional help:
Please contact your Tech Support team:
We are happy to help :)
Please sign in to leave a comment.