Want to remove a contact from your contact list? In ProCharted, you have two options: you can either delete or archive the contact. Below, we’ll walk you through both.

Note: Deleting a contact will remove all of their information from ProCharted permanently, including the notes, files, and other details saved to that contact item.

Step 1: Click on “Contacts” on the far left hand side of your screen. Click on the contact you want to delete or archive.

Step 2: On the far right hand side of your screen, click on the icon with three dots. Two options will appear: Archive or Delete.

Step 3: In both cases, a pop-up warning will appear. Select “Yes” to confirm.

Note: If you deleted the contact, all of their associated work items, notes, and files will be deleted. If you archived the client, you’ll see a triangular icon next to their name and they’ll appear in your “Archived” contacts list.

Have questions? Please don’t hesitate to contact us for more support!