Note: You can remove contacts from products from many areas of the platform, including your reports, registers, their record, or the Contacts page. The options differ depending on the product type – further details can be found at the bottom of this article.
Steps – Contact record:
If you’re removing one contact from a product (or multiple products), the quickest way is via their contact record.
- Search for the contact and click their name
- At the bottom of the Dashboard, you’ll find ‘Active products’
- Click the three dots next to the relevant product, then ‘Remove from product’
- Choose your removal options then ‘Preview changes’
- Once you’re happy with the changes, click ‘Process’ and you’re done!
Steps – Contacts page:
If you’re removing multiple contacts from the same product, the Contacts page is the quickest way.
- Navigate to Contact management > Contacts
- Select the relevant product in the left sidebar
- Tick the checkbox next to the Contact(s) you wish to remove
- In the left sidebar, click ‘Manage’ then ‘Remove from product’
- Choose your removal options then ‘Preview changes’
- Once you’re happy with the changes, click ‘Process’ and you’re done!
‘Remove from product’ additional options
Note: Items marked with an asterisk (*) will only appear for products with a schedule.
- Schedule* - Choose which schedule to remove the contact from
- From* - Choose specific days, dates and times to remove the contact from
- All future sessions - Removes the contact from all scheduled future sessions
- Specific sessions - Removes the contact from the selected sessions only
- From (and including) a specific session - Removes the contact from a specific session, and all sessions in the schedule after that
- Credit account - Choose your credit options
- No credit required - No credit will be applied to the account
- Credit according to product price and billing – Credit will be applied according to the product’s standard price rate
- Credit fixed amount – Apply a custom amount of credit
‘Preview changes’
Before the removal is processed, you can review the changes – this page will offer further options to consider or amend before proceeding.
You can tick the checkbox next to the Contact’s name to edit the credit amount.
Important: If you do wish for credit to be applied, you’ll need to select the box on the right-hand side before finalising.
- Cancel order - If the contact has an upcoming scheduled order, you can choose to cancel the order before it is invoiced
- Cancel invoice - if the contact has been invoiced and the payment is not yet pending or paid, you can choose to cancel the invoice here
Important: If you see ‘Invoice is not outstanding’, it cannot be cancelled.