Remove Employees or Contacts from Selected Conversation Groups

To use the Conversation groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To remove an employee or contact from a selected conversation group:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
  3. Highlight the conversation group you want to remove an employee or contact from.
  4. In the subgrid, highlight the employee or contact you want to remove and click Remove Selected User .
  5. In the confirmation dialog box, click Yes.