Document number: 18009

 

To remove a Site Contact, please do the following:

1. From the Vanitive toolbar, select File, Open from the list, select Site Information, then Site Contact.
2. Enter your site or contact identifier information, and press the Search button.
3. Double click on one of the contact's entries.
4. Select the Site Contacts tab at the top.

From here you have 2 options on how to delete Site Contact information:

1. Highlight the contact's name from the Site Contact list and click on the Delete button.

or

2. Click on the Delete Multiple Contact type button.
• A new window will open showing all contact types associated with the selected contact's name. You may click the Add All button to remove ALL contact types for the selected contact, or you may highlight any combination of types to remove.
• Once all desired types are selected, click the OK button.

5. From the Vantive toolbar, select File, then Save to save the site contact record.

If a Customer contact status is marked "Inactive", all contact types associated with that contact will be deleted with the nightly interface to the Finance system.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 1998 All rights reserved.
Created: pjb 07/14/1998