Difference between revisions of "How do I undelete companies or contacts?"
| Line 23: | Line 23: | ||
If you select records and click the '''Purge''' button, the records will be purged and you will not be able to restore under any circumstances. | If you select records and click the '''Purge''' button, the records will be purged and you will not be able to restore under any circumstances. | ||
| − | <nowiki> '''NOTE:''' Any records that have been deleted for over one year will be automatically purged.<nowiki> | + | <nowiki> '''NOTE:''' Any records that have been deleted for over one year will be automatically purged.</nowiki> |
| + | <pre> '''NOTE:''' Any records that have been deleted for over one year will be automatically purged.</pre> | ||
==See Also== | ==See Also== | ||
* [[Deleted Custom Fields]] | * [[Deleted Custom Fields]] | ||
Revision as of 09:27, 22 September 2017
When a user deletes a company or contact they are not actually deleted from the database until a year has passed, but 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 the company or contact by taking the following steps:
1. Go to the Configuration, Global Settings page.
For deleted company records, under the "Organizations" tab, click on the link for "Deleted Companies & Accounts."
For deleted contact records, under the "Users" tab, click on the link for "Deleted Staff & Contacts."
2. Select the records to be restored.
Contacts
Companies
3. Click the Restore button.
The records are restored, as well as any associated activities, notes and custom fields. Note that, when a deleted company is restored, all associated deleted contacts will be restored as well.
If you select records and click the Purge button, the records will be purged and you will not be able to restore under any circumstances.
'''NOTE:''' Any records that have been deleted for over one year will be automatically purged.
'''NOTE:''' Any records that have been deleted for over one year will be automatically purged.
