Remove Employees or Contacts from Conversation Groups

Use the Conversation Groups submodule to remove employees or contacts from conversation groups.

To use the Conversation Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To remove an employee or contact from a conversation group:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the conversation group that you want to remove an employee or contact from.
  3. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
  4. Highlight the conversation group that you want to remove an employee or contact from.
  5. In the bottom grid, highlight the employee or contact that you want to remove and click Remove Selected User .
  6. In the confirmation dialog box, click Yes.