Learn how to delete a single contact or imported contacts to keep your contact list up-to-date
Available Options for Managing Contacts
1. Deleting A Contact
- Go to "Contacts" in the left-hand side menu of your Zeffy dashboard
- Locate the specific contact you want to remove and click on their name
- Click on "Actions" in the top right corner > "Delete the contact"
- Confirm you wish to delete the contact
⚠️ Individual contacts who have made a payment cannot be permanently deleted from Zeffy as they are tied to transaction records and tax receipts and will remain in the "payments" section of your account
2. Deleting Imported Contacts
If you've imported contacts and need to remove them:
- Go to "Contacts" > "Add contact" > "Import"
- Select the contact import to view your import history
- Locate the specific import you want to remove
- Click "Delete" next to the import you wish to remove
Tips for Contact Management
- Use filters and search functions to easily locate specific contacts
- Regularly review and clean up your contact list to maintain organization
- Keep notes in contact profiles to track important information