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Remove a personal contact

Relata automatically includes every Contact you email from your email address, meaning that it will often include personal contacts such as a spouse, family member of doctor in it's data set.

It's really simple to remove these Contacts from Relata.

To remove a personal contact, follow these steps.

  • Open the Contact's profile in Relata Explore, either by clicking on their name, or searching for them

  • In the lower left corner, select 'Contact settings'

  • From the options that appear, select '* is a personal contact'

  • Select 'Save changes'

This Contact will now be hidden from Relata Explore and Relata Report. You can optionally chose to see sent emails and interactions in your personal Relata Track.

Personal contacts will still be visible in the search results, and can have personal contact status removed at a later date.

Note that marking a Contact as a personal contact will change this settings for all users of Relata.

Note that it can take unto 24 for the Contact to be removed from Relata Explore and Relata Report.

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