Restoring Deleted Records

This article outlines how to find deleted records using our Recycle Bin and restore them back to the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated this week

It's easy to restore deleted records from your CRM. Our restore feature performs a cascade restoration that will recover entire the deleted tree/hierarchy. So, 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 anymore, then you can simply navigate to our Recycle Bin, here. The Recycle Bin is a report on all deleted Records. It's ordered by the most recently deleted first but will also show which User deleted the record and when this took place.

Prerequisites

Restoring from a Record

If you're still on the record you deleted, the steps below explain how to restore it.

Step 1: Restoring the Record

Once you've deleted a record, you'll be presented the option to 'Restore' it from the red banner along the top.

Step 2: Confirming 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 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 delete occurred (i.e. any Documents, Quotes, Opportunities etc on the Company record that was deleted). It's also a great tool to find deleted records which were potentially deleted by mistake.

Step 1: Navigate to the Recycle Bin to locate record

The Recycle Bin is located in the Utilities section of System Settings or from here. Within the list of deleted records, find the one which you wish to restore.

Step 2: Press Restore

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

Step 3: Confirm Restoration

You'll then be given the option to confirm the restoration, with confirmation that it'll restore any child records which 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.

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