TT – Restoring Deleted Records

Need to recover a deleted record? It’s easy to find and recover deleted records (including Reports) in OpenCRM’s Recycle Bin.

If you’ve ever accidentally deleted a record or stumbled across one that shouldn’t have been deleted, there’s a particular kind of panic you’ll be familiar with. A heartbeat-skipping moment of terror!

But never fear, restoring deleted records is really easy with Open CRM and this Tuesday Tip is going to walk you through how to do it.

Once the record has been restored, your job is done. You don’t need to recreate any links to other records or rebuild anything. It essentially gets put back exactly where it was before.

Remember that only system administrators can restore deleted records. Any user with the correct permissions, however, can delete records. This permission is set at the profile level.

It’s also worth having a read through of our guide on what happens when you delete a record in Open CRM.

Video Transcript:

Imagine the following scenario: you want to delete some data, but when you hit “delete” you realize you’ve removed more records than you wanted to.

Don’t panic! We can fix this…

In this example whilst deleting a separate project for one user, I accidentally deleted another record.

To restore this, head to the recycle bin which can be found in the settings area.

Expand this menu and find the module you’re working on.

If the record you deleted was a recent item, it’s likely to be near the top of the list, so very easy to find.

Otherwise, use the search panel to find the records you want to retrieve.

Tick the records in question and hit restore to take them out of the recycle bin and return them to their original module.

Here you can see the project has been restored.

As well as using this feature to restore deleted records, you can also restore deleted reports or even entire report folders.

Thanks for watching.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?