Skip to main content

Bulk-Delete Contacts

Prerequisite: You must have the Contacts module permission to delete records.

1. Navigate to Contacts​

  1. Access the Contacts module from the top navigation bar.
  2. This will display a list of all your contacts in the CRM.
  3. You can now proceed to select and manage your contacts as needed.
Contact Menu PageContact Menu Page

2. Select an Individual Contact​

  1. Tick the checkbox that appears to the left of any contact name. This causes the bulk-action toolbar to appear.
Select one contactSelect one contact

3. Select All Contacts​

  1. In the bulk-action toolbar, click Select all contacts. Every visible contact row will become highlighted.
Select one contactSelect one contact

4. Trigger the Delete Action​

  1. Click the Delete (🗑) icon on the toolbar.

5. Confirm Deletion​

  1. A confirmation modal appears.
    • Type DELETE (all caps) in the text box.
    • Press Confirm to proceed.
Select one contactSelect one contact

All selected contacts are permanently removed. A success toast will be displayed in the upper-right corner.

Troubleshooting​

IssueResolution
Bulk-action toolbar not showingMake sure at least one contact checkbox is ticked.
Delete button disabledVerify you have deletion permission or that at least one contact is selected.
Modal says count doesn’t matchReload the page to sync the contact list before selecting all.