Module 2

Trash & Recovery

3 min read

When you delete a client record, it goes to the trash bin — not permanently deleted. You have 30 days to recover it before it's gone for good.

Deleting a Client Record

  1. Open the Client Profile
    Find and open the client record you want to delete.
  2. Click Delete
    Click the Delete button (trash can icon) at the top of the profile. A confirmation dialog appears.
  3. Confirm Deletion
    Read the warning and click Move to Trash. The record is moved to the trash bin and disappears from the main list.

Clients with outstanding balances cannot be deleted. Resolve the balance first (through payment, write-off, or adjustment) before deleting the record.

Viewing the Trash Bin

  1. Go to the Client Database
    Navigate to the main Clients page.
  2. Click Trash
    Click the Trash button (near the top of the page) to view deleted records. Each entry shows the delete date and who deleted it.

Recovering a Record

  1. Open the Trash Bin
    Click the Trash button on the Clients page.
  2. Find the Record
    Browse or search the trash list for the record you want to restore.
  3. Click Restore
    Click Restore next to the record. It's immediately moved back to the active client list with all its data intact.

30-day retention. Trashed records are automatically permanently deleted after 30 days. If you need to recover something, act promptly.

Quick Reference

ActionHow
Delete a clientOpen profile → Delete → confirm
View trashClients → Trash button
Restore a clientTrash → click Restore
Retention period30 days before permanent deletion