How do I Delete Contact Categories and Types?

Steps to Delete Contact Categories

• Go to the Contacts App of Apptivo. Select Settings from the App Header.

• In the Settings page, navigate to Contacts → Categories. The Categories page will display in the right panel.

• To delete a category, click on the Delete icon.

• You will receive a confirmation alert for performing this action. Select Yes.

• The category will be deleted.

• When a contact is created or an existing contact is updated, the deleted category will not materialize.

Steps to Delete Contact Types

• Apptivo does not have the provision to delete Contact Types for now. However, you can disable a contact type that is not in use or not needed anymore.

• In the Settings page of Contacts App, move to Contact Types in Contacts.

• Select the disable icon for the Contact Type to be disabled.

• The Contact type is disabled. You will receive a notification confirming the change.

• The disabled contact type will not appear will creating or updating an existing contact.

Related Links

• View contact based on categories.
• View contact based on types.
• Left panel views.