How to Delete a Contact

Key Notes:

• All items tied to the contact record will need to be deleted first (Ex. gifts, pledges, memberships, membership payments, event data, tasks, notes, mailings, etc.). This is because Eleo is a donor management software and you are choosing to delete your philanthropic history.•

Please ensure that you want to proceed with this action prior to deleting the contact as this is irreversible in Eleo.

1. Navigate to Contacts > Search Contacts.

2. Use the + symbol by Contact Filters to search for the corresponding contact record that you would like to delete.

a. Then click on the ‘Search’ button.

3. Click on the contact.

4. Click on the ‘Delete’ button in the upper right-hand corner of the screen.

5. You will be prompted to ensure you want to proceed. Select ‘OK’ to proceed with deleting the contact record. Select ‘Cancel’ to abandon this action.