Delete Individual or Other Contacts

Requirements/Dependencies

The Primary ShareVision Administrator on your account must reach out to our Product Expert Team by emailing experts@sharevision.ca to gain access to this feature.
If deleting an Individual, run the Individual Data Export for the individual you intend to delete before deleting the Individual from your site.

Important Information

Only List data will be deleted. If you would like to delete the Individual's Documents, the following knowledge base articles provide the steps for deleting Individual's Documents:
- Document Libraries - Adding a Network Location on your Computer
- Document Libraries - Viewing the Properties of a Document Library and List Attachments - Removing or Deleting Documents from Document Libraries in Windows Explorer
If you will be deleting Other Contacts (i.e. General Contact, Professional, Board Member, etc.) and require backup information for this type of contact, you will need to first export their information as the Individual Data Export feature applies to individuals only.

After the Primary ShareVision Administrator has reached out to the Product Expert Team by emailing experts@sharevision.ca, you will receive an email with the link to this feature.
When you select the link, you will be prompted to enter your ShareVision Administrator username and password and select Log In.
The Delete Individual or Other Contacts will be displayed.
Review the information highlighted at the top of the page.
Next, select the type of contact you would like to delete.
Select the Person from the list
When deleting an Individual (either Active or Inactive), a warning message will appear. Be sure to review this information before proceeding with the deletion. If you are unsure that you have exported the individual's information, reach out to the Product Expert that added this feature to your site BEFORE DELETING.
Select Delete.
Review the message that appears. Select Cancel to abandon the deletion or OK to proceed.
While the delete process is running, each list will appear at the bottom of the Delete Individual or Other Contacts page. The process goes to each list and when an item is located for the individual or other contact that was selected, it is deleted.
When the delete process has completed, a Success message will appear. Select close.
All items that were deleted will be displayed at the bottom of the Delete Individual or Other Contacts page.