How do I Restore Deleted Customers?

Updated on October 10, 2017 10:49pm by Admin

The Customers App allows you to restore the deleted customers. You can perform bulk deletion using the bulk action feature in CRM. Once you’ve deleted customers you can find them in “Trash” menu.

In the Trash Dashboard, you can choose the records that you want to retrieve and click the button Restore. The Records that are associated with any of the modules in Apptivo CRM will be stored in the Archives. To restore those records you need to click on the archives and select the records and then restore.

The following steps will help you understand better.

Steps to Restore Deleted Customers

  1. Go to the Customers App.
  2. Click on “More (...)” icon -> "Trash" located at the app header bar.
    customers trash
  3. The Trash dashboard will be displayed as shown, where you can view the following tabs:
  4. In the "Deleted" tab, you can view all deleted customers.
  5. Select all the customers you would like to restore. Click on "Select all * objects matching".
    click on all objects matching
  6. Click on “Restore” button.
    click on restore
  7. The customers will be successfully restored.
    customers restored
  8. You can view the restored customers as shown in the image below:
    view restored customers