If you ever mistakenly delete a CRM record, there’s no need to panic! With our "Restore" functionality, you can recover the entire deleted tree/hierarchy.

For example, when you restore a given record (e.g. 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, simply navigate to the Recycle Bin. This Report shows you all deleted records, ordered with the most recently deleted at the top. It also shows which CRM user deleted it and when this took place.

How do I restore a deleted record?

How do I restore a deleted record from the Recycle Bin?

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

Once you've deleted a record, you'll be presented with the option to restore it from the red 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.

Our Recycle Bin feature details when the records were deleted and by whom.

Completing a restore from the Recycle Bin will perform a cascade restoration of all child records relating 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 also a great tool to find records potentially deleted by mistake.

Access the Recycle Bin from the Utilities section of System Settings or from here.

Once you’ve opened the Recycle Bin, you're presented with a list of deleted records. Remember, these are ordered with the most recently deleted at the top.

To help you find specific records, there is an option to filter. Simply click the three-dot icon found in the top right-hand corner of the page, and select 'Filter'.

This allows you to 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. This makes it easier to search and manage deleted items, ensuring you can quickly find what you need even as the Recycle Bin fills up.

Once you've located the record you wish to restore within the Recycle Bin, press 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.

Press 'Restore' to confirm.

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

Note: There isn't a way to clear the Recycle Bin, nor will it be automatically cleared. Records can't be permanently deleted from the Recycle Bin.