If you ever mistakenly delete a CRM record, there’s no need to panic! With our "Restore" functionality, you can recover the entire deleted record tree. When you restore a given record, for example, a Contact, the CRM will automatically bring back all related records that were deleted on that same day, i.e. any Documents, Quotes, Opportunities, etc. that were manually or automatically cascade-deleted when the Contact deletion took place.

If you can't find your deleted record, navigate to the Recycle Bin. This report shows you all deleted records, in descending order by most recently deleted. It also shows which CRM user deleted the record and when.

If the record is not visible in the Recycle Bin, consider creating a custom report to locate deleted records. Generate a report that includes all company records and disable the "Status – is not deleted" filter to include deleted entries. Once the report is generated, search for the desired company within the report, click on the company entry to open its details, and use the restore option to reinstate the company.

If you're still on the record you deleted, you can simply restore it with the following steps.

When a record is deleted, it will display a "Restore" button in a banner along the top.

By clicking 'Restore', you'll be asked to confirm your restore, where the CRM will restore the deleted record and any other associated child records that were deleted along with it.

CRM's Recycle Bin feature details when the records were deleted and by whom.

Restoring a record from the Recycle Bin will perform a cascade restoration of all child records connected to the parent record that were deleted on the same day. This applies to records attached when the deletion occurred (i.e. any Documents, Quotes, Opportunities, etc., on the Company record that was deleted).

It's a great tool to find records that were potentially deleted by mistake!

Go to the navigation menu and select Settings > System Settings > Utilities > Open Recycle Bin.

Alternatively, search for 'Recycle Bin' within System Settings.

In the Recycle Bin, you are presented with a list of deleted records, ordered with the most recently deleted at the top.

To find specific records, click the three-dot icon in the top right-hand corner of the page, and select 'Filter'.

Filter the records by Object Type (also known as the type of record, i.e. Problem, Quote, Enquiry, etc.) or by the user who deleted them.

Once you've located the record you wish to restore, click the 'Restore' button.

You'll then be given the option to confirm the restoration. With confirmation, it'll restore any child records that were deleted at the same time as the initial delete.

Click 'Restore' to confirm.

Once restored, your team can find the record in the CRM as normal.