Acumin Documentation

Contact - Removing a contact from the client structure - all matters

Use Case

To remove contacts from the client structure – all matters.

Process

Identify the contact to be removed, highlight it and right click to select “Remove Contact from the Client Structure”.

Option launched from client properties:

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.

Option launched from matter properties:

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Once the process is triggered, the user will be prompted with the below message. Press YES to continue.

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And OK to conclude

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