Difference between revisions of "Delete Records"

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When data in a record is no longer needed, the record can be deleted. The record and any [[Related Records]] (records that have Lookup field which point to it) are moved to the [[Recycle Bin]], where they are held for 30 days.
When data in a record is no longer needed, the record can be deleted. The record and any [[Related Records]] (records with a Lookup field that points to it) are moved to the [[Recycle Bin]], where they are held for 30 days.


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#Select a record to open it.
#Select a record to open it.
#In the sidebar, click '''Actions'''.
#In the sidebar, click '''Actions'''.
#Click '''Delete'''<br>The record is moved to the [[Recycle Bin]].
#Click '''Delete'''.<br>The record and any [[Related Records]] are moved to the [[Recycle Bin]], where they are held for 30 days.


===Delete Multiple Records===
===Delete Multiple Records===
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#Review the list of records to be deleted; Optionally, modify the list with the Lookup [[Image:lookupicon.gif|link=]] or the Delete [[image:deleteicon.gif|link=]] icons
#Review the list of records to be deleted; Optionally, modify the list with the Lookup [[Image:lookupicon.gif|link=]] or the Delete [[image:deleteicon.gif|link=]] icons
#Click '''[Delete]''', and confirm your action<br>The selected records are moved to the [[Recycle Bin]]
#Click '''[Delete]''', and confirm your action<br>The selected records are moved to the [[Recycle Bin]]
To delete multiple records at one time, see: [[Mass Delete Data]]
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To delete multiple records at one time, view [[Mass Delete Data]].
 
{{Note| To delete the records permanently in the Recycle Bin, you can use the [[Recycle_Bin#Delete_Forever | Delete Forever]] or [[Recycle_Bin#Empty_the_Recycle_Bin | Empty the Recycle Bin]] options.
}}

Latest revision as of 09:07, 22 June 2023

When data in a record is no longer needed, the record can be deleted. The record and any Related Records (records with a Lookup field that points to it) are moved to the Recycle Bin, where they are held for 30 days.

Lock-tiny.gif

Delete a Single Record

  1. Click the tab containing the record you want to delete
  2. Select a record to open it.
  3. In the sidebar, click Actions.
  4. Click Delete.
    The record and any Related Records are moved to the Recycle Bin, where they are held for 30 days.

Delete Multiple Records

To delete multiple records at one time, view Mass Delete Data.

Notepad.png

Note: To delete the records permanently in the Recycle Bin, you can use the Delete Forever or Empty the Recycle Bin options.