Changes

Jump to: navigation, search

User

6 bytes removed, 19:12, 4 June 2019
no edit summary
==Configuration—Advanced==
===Restore or Purge Deleted Contacts===
===Restore or Purge Deleted Contacts===
<pre> NOTE: Any records that have been deleted for over one year will be ''automatically'' purged. </pre>
When a user deletes a company or contact, they are not actually deleted from the system database until a year has passed, although they will be marked as deleted and will not appear in any future interactions.
If the company or contact is deleted by accident, then a System Administrator can restore them by taking the following steps: 1. Click the 9-square menu icon on the top right of your page.  {{Icon-Menu}}
2. Under the heading '''Configuration,''' select '''Global Settings.'''
For deleted '''Company''' records, under the '''Organizations''' tab, select '''Deleted Companies & Accounts.'''
For deleted '''Contact''' records, under the '''Users''' tab, select '''Deleted Staff & Contacts.'''
3. Click on the records that you want to be restored.
 
2,299
edits

Navigation menu