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 the process of adding a new Team as listed in our How To Add a Team article.

Jump to a specific section 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.
  2. Select the Project where the Team resides.
  3. Open the Contacts & Reports menu from the top and select Contact Management.
  4. If you don't have an existing Query built, select Build a New Query.
  5. Select the Team field from the Select Fields list and click the blue arrow mceclip1.png.
  6. Add any other fields as desired (optional).
  7. In the Selected Fields window, open the Filter drop-down for Team and select Equal To.
  8. Open the Value drop-down and select the desired Team.
    • Leave blank to move contact(s) to the Default Team
  9. Set any other filters as desired (optional).
  10. Select Run Query to see a list of your results.
  11. Click on Perform Task and select Update Contacts.
  12. Check the Team checkbox.
  13. Open the Enter Value drop-down and select the Team you want to move the contact(s) to.
  14. Click Update, then OK to confirm.

 There should no longer be any contacts on this Team and you can proceed to Step 2 below.

 

Step 2 - Delete the Team

  1. Log in to VanillaSoft as an Admin.
  2. Select the Project where the Team resides.
  3. Open the Field Customization menu from the top and select Teams.
  4. Click the red X mceclip0.png to the left of the Team name you would like to delete.
  5. Click OK to confirm.

The Team has now been deleted. If you would like to add a new Team, follow the steps in our How To Add a Team article.

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