Mass Deleting Records

Table of Contents

Deleting a singular Name, Company, or Position is accomplished via the Delete (trash) icon in the Action menu found at the top of that individual record. All deleted records go to the Recycle Bin, found under System > Database Maintenance, where they are stored in a compressed state indefinitely.

If you wish to remove remove multiple records, you will need to do the following:

  1. Create a rollup list of the records you would like to delete. To learn more about creating rollup lists, click here.
  2. Open the Rollup List with the records to be removed
  3. Use the Select dropdown to select the records to be deleted
  4. Click the “Delete From Database” Action Item
  5. Choose whether or not to place records in the Recycle Bin (placing items in the recycle bin takes longer, but allows them to be recovered)
  6. Click OK
  7. Click Close