{"id":20091,"date":"2019-11-04T10:48:39","date_gmt":"2019-11-04T09:48:39","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20091"},"modified":"2026-02-03T11:32:01","modified_gmt":"2026-02-03T10:32:01","slug":"cum-sterg-o-persoana-de-contact","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/cum-sterg-o-persoana-de-contact\/","title":{"rendered":"Cum \u0219terg o persoan\u0103 de contact?"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Rezumat<\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">La ce trebuie s\u0103 fii atent \u00eenainte de \u0219tergerea unei persoane de contact?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Mutarea unui contact<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">\u0218tergerea unui contact<\/a><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Po\u021bi \u0219terge o persoan\u0103 de contact din cardul unei companii sau o po\u021bi asocia altei companii, pentru cazurile \u00een care contactul a fost gre\u0219it asociat. Sau po\u021bi folosi aceast\u0103 op\u021biune atunci c\u00e2nd o persoan\u0103 nu mai lucreaz\u0103 \u00eentr-o companie, de exemplu.<\/p>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">La ce trebuie s\u0103 fii atent \u00eenainte de \u0219tergerea unei persoane de contact?<\/h3>\n<ul style=\"text-align: justify;\">\n<li>Dac\u0103 dore\u0219ti eliminarea unei persoane de contact dintr-o companie, <strong>ai grij\u0103 ca respectiva persoan\u0103 s\u0103 nu fie setat\u0103 ca \u0219i\u00a0<em>Contact principal<\/em><\/strong> pe carduri asociate acelei companii. Dac\u0103 \u0219tergi sau asociezi persoana unei alte companii, cardurile pe care a fost contact principal vor fi mutate (\u00een cazul asocierii) sau vor disp\u0103rea (\u00een cazul \u0219tergerii).<\/li>\n<li>\u00cen cazul \u00een care dore\u0219ti s\u0103 mu\u021bi un contact la o alt\u0103 companie (s\u0103 reasociezi contactul), \u00eenainte de a-l muta, schimb\u0103 contactul principal pe toate cardurile companiei surs\u0103 (compania de la care pleac\u0103 contactul) astfel \u00eenc\u00e2t atunci c\u00e2nd faci mutarea, respectivele carduri s\u0103 r\u0103m\u00e2n\u0103 asociate companiei ini\u021biale. \u00cen caz contrar, cardurile se vor asocia noii companii.<\/li>\n<\/ul>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Mutarea unui contact<\/h3>\n<h4 style=\"text-align: justify;\">1.) Caut\u0103 contactul pe care dore\u0219ti s\u0103 \u00eel mu\u021bi \u0219i deschide\u00a0<em>Cardul contactului<\/em> (prin click pe numele contactului)<\/h4>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61543 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-scaled.png\" alt=\"\" width=\"2560\" height=\"1169\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-1536x701.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat1-2048x935.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">2.) Click pe <em>Mut\u0103 <\/em>\u0219i urmeaz\u0103 pa\u0219ii disponibili<\/h4>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61544 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-scaled.png\" alt=\"\" width=\"2560\" height=\"1169\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-1536x701.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/contactdemutat2-2048x935.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Exist\u0103 posibilitatea s\u0103 <em>deta\u0219ezi<\/em> contactul de compania actual\u0103 (aceasta \u00eenseamn\u0103 faptul c\u0103 se va \u0219terge leg\u0103tura dintre acel contact \u0219i companie) sau s\u0103 <em>mu\u021bi<\/em> contactul la o alt\u0103 companie.<\/p>\n<p style=\"text-align: justify;\">Dac\u0103 contactul pe care dore\u0219ti s\u0103 \u00eel mu\u021bi\/deta\u0219ezi este setat ca \u0219i contact principal pe cel pu\u021bin un card, va trebui s\u0103 alegi \u0219i ce se va \u00eent\u00e2mpla cu acel card (este mutat \u00eempreun\u0103 cu contactul sau r\u0103m\u00e2ne la compania ini\u021bial\u0103 dar cu un alt contact setat ca \u0219i principal).<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61545 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-scaled.png\" alt=\"\" width=\"2560\" height=\"1169\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-1536x701.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Contactdemutat3-2048x935.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai bifat op\u021biunile pe care le dore\u0219ti, click pe <em>Mut\u0103<\/em> pentru a finaliza opera\u021biunea.<\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">\u0218tergerea unui contact<\/h3>\n<p style=\"text-align: justify;\">Pentru a \u0219terge un contact din cadrul unei companii, caut\u0103 contactul \u0219i d\u0103 click pe numele acestuia, la fel ca mai sus, pentru a accesa <em>Cardul contactului.\u00a0<\/em><\/p>\n<p style=\"text-align: justify;\">De pe cardul contactului ai op\u021biunea de a \u0219terge asocierea dintre acel contact \u0219i compania la care este asociat. Pentru aceasta d\u0103 click pe cele trei punctule\u021be orizontale iar apoi selecteaz\u0103 op\u021biunea <em>\u0218terge permanent<\/em>.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61547 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-scaled.png\" alt=\"\" width=\"2560\" height=\"1169\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-1536x701.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact4-2048x935.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Va trebui s\u0103 confirmi \u0219tergerea prin click pe butonul <em>\u0218ters permanent <\/em>dup\u0103 ce cite\u0219ti textul de avertisment \u0219i \u00een\u021belegi consecin\u021bele acestei ac\u021biuni.<\/p>\n<div><\/div>\n<div style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61549 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-scaled.png\" alt=\"\" width=\"2560\" height=\"1169\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-1536x701.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Stergerecontact5-2048x935.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/div>\n<div><\/div>\n<p style=\"text-align: justify;\">Este posibil ca op\u021biunea de \u0219tergere permanent\u0103 s\u0103 nu apar\u0103 c\u00e2nd dai click pe cele trei punctule\u021be. Aceasta se \u00eent\u00e2mpl\u0103 pentru c\u0103 sistemul detecteaz\u0103 faptul c\u0103 acel contact este setat ca \u0219i contact principal pe cel pu\u021bin un card \u0219i, pentru a preveni pierderi de date, \u0219tergerea permanent\u0103 este activat\u0103 doar pentru <strong>contacte care nu au niciun card asociat<\/strong>.<\/p>\n<div style=\"text-align: justify;\">Po\u021bi verifica pe ce carduri apare contactul ca \u0219i principal, d\u00e2nd click pe tab-ul <em>Carduri asociate<\/em> de pe cardul contactului (toate cardurile listate \u00een aceast\u0103 pagin\u0103 au ca \u0219i contact principal setat contactul pe a c\u0103rui pagin\u0103 te afli)<\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61550 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-scaled.png\" alt=\"\" width=\"2560\" height=\"1169\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-1536x701.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2026-02-03-at-12.18.44-2048x935.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat La ce trebuie s\u0103 fii atent \u00eenainte de \u0219tergerea unei persoane de contact? Mutarea unui contact \u0218tergerea unui contact Po\u021bi \u0219terge o persoan\u0103 de contact din cardul unei companii sau o po\u021bi asocia altei companii, pentru cazurile \u00een care contactul a fost gre\u0219it asociat. Sau po\u021bi folosi aceast\u0103 op\u021biune atunci c\u00e2nd o persoan\u0103 nu [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2535,2499,2537,2501,2541],"tags":[1248],"class_list":["post-20091","post","type-post","status-publish","format-standard","hentry","category-depanare-si-intrebari-frecvente","category-ghid-de-pornire","category-informatii-generale","category-pentru-administratori-si-manageri","category-probleme-tehnice-si-stergere-de-date","tag-contact-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cum \u0219terg o persoan\u0103 de contact? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat La ce trebuie s\u0103 fii atent \u00eenainte de \u0219tergerea unei persoane de contact? 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