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Delete a contact

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Summary

Learn how to remove individual contacts and review system rules that prevent accidental data loss.

This article covers:

About contact deletion

Deleting a contact in Box+Dice permanently removes their details and related activity history. Only one contact can be deleted at a time, and access to this feature depends on your system’s access level configuration.

Users generally need Manager level or above to delete contacts. Your system may differ if custom access controls are in place.

Note: If you cannot see the Delete button, your administrator may have restricted this action.

Before contact deletion

Before deleting a contact, it is strongly recommended to:

Use the Find Duplicates Tool

If the issue is duplicate contacts:

When Not Contacting Someone Anymore

If the person simply does not want to be contacted:

  • Disable email/email blast/letter/SMS options
  • Remove their phone numbers
  • Keep their profile active to retain full communication history and avoid re‑adding them by accident
Remove Consultant Association

If the contact should not appear under a specific consultant:

  • Remove all categories and activities linked to that consultant from the Contact record

Delete a Contact

Note: Box+Dice does not support bulk deletion. Contacts must be deleted individually through the Contact Details screen. This limitation helps prevent accidental data loss across your account.

To delete a contact from your database:

  • In the Side Bar, click Contacts
  • Search for and Select the relevant contact
  • Select Delete in the top-right corner

  • Review any system messages: 

If the contact is linked to Trust Account Ledgers - You cannot delete the record.

If the contact is not linked - A warning will advise that all activities, history, and relationships will be permanently deleted.

  • Click Delete to confirm and complete the removal
Important: Deleting a contact permanently removes all associated Tasks, Appointments, History, and Activities from the database.

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