Use the Remove Location From Current Contact screen to detach an office from a contact.
To access this screen from the Main Menu, select Community Add/Close Contact Remove Location From Contact.
If necessary, query in the Header block to locate the offender.
The Location Attachment Summary block displays all agency locations that have ever established an interest in the currently-selected contact, listed by Add Date (most recent first). You cannot enter data in this block.
The Remove Location From Current Contact block displays the detail of any previous remove actions against the line selected in the block above (i.e., those that do have a Removed Date).
To remove a contact, you must have update authority for the location under your current caseload. If you have this authority, fill in these fields to remove a contact:
Date: defaults to the system date; cannot be changed; mandatory.
Reason: select a reason for the contact removal from the List of Values; mandatory.
Comment: type in a comment if you wish; optional.
Click Save.
After saving, the offender record is "closed" at this agency location, and the Location Summary Report (pop-up display from the Location field in the Header block and the Booking/Contact Summary screen) is updated accordingly.
learn how to add a location to a current contact.
learn how to perform exact or wildcard name searches across the current caseload.
learn about the Booking/Contact Summary screen.