Deleting a Parent or Guardian contact

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What is covered in this article? 

• Prerequisite to deleting a parent or guardian contact
• How to check the student(s) associated with a contact
• If needed: Adding a new student contact
• If needed: Changing a contact from secondary to primary
• Deleting the contact

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Prerequisite to deleting a parent or guardian contact

Note: You may not delete a contact if that individual is the only primary contact for a student.

How to check the student(s) associated with a contact

This need be done from the Enquiries > Contacts section, however, since there is a prerequisite, it is important to understand how this can be accomplished.

• Navigate to Enquiries > Contacts List
• Find the contact, and click on the contact's name to access their Edit Contact page
• Scroll down to view the Related Students/Siblings and Related Contacts section.
  
  • If there is no student listed, you may go ahead with deleting your contact.
  • If there are one or more students listed and:
    • Each student has at least one related primary contact listed AND this contact is NOT the only Primary Contact, then you may go ahead with deleting your contact.
    • One or more students does not have another primary contact listed, you will need to select a new contact or adjust an existing secondary contact to have primary contact status before being able to delete 

If needed: Adding a new student contact

• Start on the Edit Contact page of the contact that you would like to delete.
• Under Related Students/Siblings, click on the student's name.
• On the Edit Student page, scroll down to Related Contacts.
• Click Add Contact
• Enter the contact information. For Contact Type, be sure to choose Primary.
• Click Save

If needed: Changing a contact from secondary to primary

• Start on the Edit Contact page of the contact that you would like to delete.
• Under Related Contacts, click on the name of the contact you would like to edit.
• Scroll down to Related Students/Siblings and click on the green pencil icon next to the relevant student.
• Edit the Contact Type to Primary.
• Click Save

Deleting the contact

• If no students in the system are depending on the contact as their primary contact, find the contact under Enquiries > Contacts List.
• Click the red trash can next to the contact to delete.