hints & tips
January 03, 2025
🚮 Ways to Restore Deleted Records
🔄 Ever mistakenly deleted a CRM record? There’s no need to panic! With our "Restore" functionality, you can recover the entire deleted tree/hierarchy. For example, when you restore a given record (e.g. a Contact), the CRM will automatically bring back 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).
🔎 Can't find your deleted record? Simply navigate to the Recycle Bin. This Report shows you all deleted records, ordered with the most recently deleted at the top. It also shows which CRM user deleted it and when this took place.
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