If you ever mistakenly delete a CRM record, there’s no need to panic! With our restore feature, you can recover the entire deleted tree/hierarchy.
For example, when you restore a given record (e.g. a Contact), the CRM will automatically restore 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, then you can simply navigate to our Recycle Bin - a report on all deleted Records, ordered with the most recently deleted at the top. It also shows which User deleted it and when this took place.
Prerequisites
You'll need CRM Delete rights in order to restore a record
You'll need CRM Admin rights in order to access the Recycle Bin
Restoring from a Record
If you're still on the record you deleted, you can simply restore it with the following steps.
Step 1: Restore the Record
Once you've deleted a record, you'll be presented with the option to 'Restore' it from the red banner along the top.
Step 2: Confirm the Restore
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.
Restoring using the Recycle Bin
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.
Step 1: Navigate to the Recycle Bin
Access the Recycle Bin from the Utilities section of System Settings or from here.
Step 2: Filter to find the deleted record
Once you’ve opened the Recycle Bin, you are 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 feature allows you to filter the Records by Object Type (also known as the type of Record i.e. Problem, Quote, Enquiry…) 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.
Step 3: Press Restore
Once you've located the record you wish to restore within the Recycle Bin, press the 'Restore' button.
Step 4: Confirm Restoration
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.