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User

940 bytes added, 19:12, 4 June 2019
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* '''People''' List: This area will display people based on the selection criteria. Initially all contacts are displayed. The columns displayed for this list can be configured based on [[List View Overview|List Views]].
* '''Search''': You can set the criteria for searching specific people, based on [[Basic Search]] or [[Advanced Search]] functionality.
 
==Configuration—Advanced==
 
===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.
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