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Remove a Contact from a Company

Unassociate a Contact with a Company in ConstructionOnline™

BACKGROUND 

Maintaining accurate company contact information is essential for efficient construction management. When individuals leave a company, their continued association in your directory can lead to errors and delays. Removing contacts from companies within ConstructionOnline ensures that your company records remain up-to-date, reflecting current personnel and streamlining communication with active stakeholders. 

HOW TO REMOVE A CONTACT FROM A COMPANY 

  1. Access the "Team Management" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
  2. Under the "Contacts & Companies" section, select "Companies."
    1. This will open the "Companies" portion of your Company Directory.
  3. Hover over the desired Company and press the blue "Details>" button. 

    Remove a Contact from a Company in ConstructionOnline
    1. This will open the Company's extension blade on the right side of your screen. 
  4. Navigate to the "Contacts" tab. 

    Navigate to the Contacts tab to remove a Contact from a Company
  5. Hover over the desired Contact and click the gray 3-dot Action Menu ConstructionOnline's Action Menu icon. 

    Select the Action Menu to remove the Contact
  6. Choose the red "Remove Contact from Company" option from the dropdown menu. 
    1. ConstructionOnline will flash a message confirming the successful removal of the Contact. 
  7. Hit the blue "Save" button to finalize the removal of the desired Contact from the Company. 

🗒️ Note: Removing a Contact from a Company will not automatically update the "Company" field within their Contact Details (vice versa). 

ADDITIONAL INFORMATION

  • Subscription Level: The Company Directory is available for all ConstructionOnline subscriptions. 
  • Permissions: Admin Users and Company Users can manage Contacts within a Company.
  • CO™ Mobile App: Company Users can remove a Contact from a Company via the ConstructionOnline Mobile App. 

HAVE MORE QUESTIONS? 

  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.