Removing Contacts (Employees) from Companies
You can remove contacts as employees from a company that are no longer needed to be associated with that company, if:
Removing Contacts from Companies
1. To remove a contact from the company, go to the desired company and click on Employees under the General tab.2. Select the contact and choose Delete from the top pane.
3. A pop-up will show asking if you want to just remove this employee from the company or delete from Thread completely. Choose remove if you still wish to keep the contact on Thread, but disassociate it from this company.
If the Contact is Primary Client on Company Matters
When the contact you wish to remove is the primary client on the company matters, you will need to reassign different employees as primary contacts for those matters.
A pop-up will show the list of Company Matters where this contact is marked as Primary Client.
Go to Mark a contact as 'Primary Client' on a File to learn how to change the primary client on a file.
The contact you are marking as Primary Client on a Company Matter must belong to the same company.
If the Contact is Primary Company Contact
When the contact you wish to remove is the primary company contact, the Delete option will be greyed out, and you will need to make another employee the primary company contact first.
To make someone else the primary company contact, select the contact from the list of employees, and click the Company Contact icon.
This will update the main contact details in the Company Information.
Related Articles
Adding Contacts (Employees) to Companies
If you have a company created that currently doesn't have an existing contact, or you wish to add more contacts to any company, you can add a company employee when on the company General page. 1. Go to Employees tab. 2. Click +Add to select the ...Linking Contacts to Files
Linking contacts to your files allows you to see which contacts are working on a case with you and who your primary client is. 1. In the left pane of your Thread page, click Files. 2. In the search bar provided, search for the file you wish to add a ...Deleting companies
A company can only be deleted if the company has no matters related, or company contacts are not primary client on any files. 1. To delete a company, click on the Companies page on the left menu: 2. Search for the company you want to delete, select ...Creating Companies
To add a new company to Thread, go to the Companies page on the left menu under File Management. From the top grey pane, click on +Add. A pop-up will open where you can start entering the company details. On the General tab, use the search bar to ...Linking Companies to Files
You can link a relevant company to a file so that you can track which companies you are working with on a file, and send emails to or generate templates with that company information easily. 1. When in the file you wish to link a company to, under ...