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Removing contact relationships

JohnThornton
Tera Contributor

‎11-15-2023 06:25 AM - edited ‎11-15-2023 06:26 AM

Hi All,

 

Within accounts there is a related list for 'Contact Relationships'. This allows access for contacts to view the defined account(s). However, if for example a contact will no longer work with the account defined within a contact relationship, what is the best practice for removing them?

 

There does not appear to be any active/inactive fields and leaving the relationship allows them continued access to this account.

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2 REPLIES 2

SLK Gupta
Tera Guru

‎11-15-2023 07:13 AM

Hi @JohnThornton,

 

Please refer to this link it might be helpful in resolving your query: https://docs.servicenow.com/bundle/vancouver-customer-service-management/page/product/customer-servi...

If my response helps you in any way please mark response as helpful @JohnThornton.

Thanks&Regards,

S. Lakshmikanth Gupta.
 

JohnThornton
Tera Contributor
In response to SLK Gupta

‎11-21-2023 05:07 AM

Hi,

 

Thanks for the reply. It seems like the option specified in the documentation here: https://docs.servicenow.com/bundle/vancouver-customer-service-management/page/product/customer-servi... is that the functionality is to delete the contact relationships, rather than making them inactive.

 

Thanks

John

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