How To Delete a Team

Before you can delete a Team, you have to make sure there are no Contacts currently assigned to that Team. If there are any Contacts assigned to the Team you want to delete, you'll need to assign them to a different Team by running a Query. If you're not familiar with running a Query, view our Feature Focus: Contact Management video.

Note: You can not undo this process. If you delete a Team and need it back, you will need to go through adding a new Team as listed in our How To Add a Team article.

Jump to a specific area of this article by selecting one of the sections here:

 

Step 1 - Assign Contacts to Different Team

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. Select the Project where the Team resides.
    Select_Project.jpg
  3. Open the Contacts & Reports menu from the top and select Contact Management.
    mceclip0.png
  4. If you don't have an existing Query built, select Build a New Query.
    mceclip1.png
  5. Select the Team field from the Select Fields list.
    mceclip3.png
    • Select any other fields as desired (optional).
  6. Click the right-arrow to move the field(s) into the Selected Fields section.
    mceclip4.png
  7. In the Selected Fields window, open the Filter drop-down for Team and select Equal To.
    mceclip5.png
  8. Open the Value drop-down and select the desired Team.
    mceclip6.png
    • Set any other filters as desired (optional).
  9. Select Run Query to see a list of your results.
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  10. Click on the Perform Task option.
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  11. Select Update Contacts from the Actions to Perform on Query window.
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  12. Check the Team checkbox.
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  13. Open the Enter Value drop-down and select the Team where you would like to move the Contact(s).
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    • Leave blank to move Contact(s) to the Default Team.
  14. Once you're pleased with your configuration, click Update.
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  15. Click OK on the confirmation popup to move the Contact(s).
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Once the Query has finished, you should see a message stating Your Query returned no results, which tells us there are no longer any Contacts on this Team. You can now proceed to Step 2 below.

 

Step 2 - Delete the Team

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. Select the Project where the Team resides.
    Select_Project.jpg
  3. Open the Field Customization menu from the top and select Teams.
    mceclip15.png
  4. Click the X to the left of the Team name you would like to delete.
    mceclip16.png
  5. Click OK to confirm.
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At this point, you have successfully deleted the Team. If you would like to add a new Team, follow our How To Add a Team article.

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