Records that are deleted from different modules are stored in Recycle Bin. It acts like an archive for all deleted records and helps you restore them when required.
Working with Recycle Bin
Sometimes, accidentally, we delete records that hold a lots of importance. Such mistakes can cost us a lot. Recycle Bin in simply CRM will help you to restore deleted records back in actual position.
For instance, if you delete records in Leads module,
- Click Recycle Bin tab
- Select Leads from Select Module drop-down
- Select desired record(s) by clicking on check-boxes
- Click Restore button
Note!
- Only adminstrators will have access to Empty Recycle Bin button
- Empty Recycle Bin option will permanently remove all the deleted records from the database
Heads up!
- If you delete an Organization record, or a Contact record, Opportunity record associated with it will also be deleted. If you would restore both the records back from Recycle bin, you can have the relation between two records back.
- If you delete an Organization record, Contact records associated with the Organization will not be deleted. But it will break the relation between them.
- If you delete a Contact record associated with any Organization, it will only delete the Contact record. Organization will remain the same. You can see the relation back if you would restore the Contact record from Recycle bin.