Remove a client contact when your agency no longer needs that person listed for the client. Their contact stays with the client in Network, and they keep any Portal access.
Remove the contact
- Open Clients and select the client.
- In Overview, find Client Contacts.
- Select the remove control beside the person’s name.
- Review the confirmation, then select Remove contact.
The person leaves Client Contacts, the client’s Primary Contacts, and the client contact lists on its projects. Their client and Project pins are cleared.
For example, remove the previous marketing contact after the client appoints a new one. If the previous contact should also lose access to shared work, remove their Portal access separately.
Add the contact back
Open Add Client Contact and search for the person. Select the existing contact to add them back to this client’s contact list. If they should be a Primary Contact again, pin them.