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How to search and delete a recently imported record using Advanced search in Apptivo?
Updated on February 27, 2020 05:01AM by Admin
Organizations import a number of files every day to Apptivo. The files might contain records of leads, opportunities or contacts. There might be an instance where it becomes necessary to search or delete a particular record from a number of records. This can be achieved by advanced search features present in each app.
For Instance: Let us perform the search and delete operation in the Contacts App.
Searching a Record from Imported Files
- You can retrieve records easily using the Advanced Search feature available in the Contacts App.
- Click on the dropdown to view the advanced search tab.
- You can search for records based on their First name, last name, job title, contact type, address, hobbies, and social information.
- Here, let us consider filtering out the records based on the Additional Information → Created On → Date Range.
- Here, the date is selected as 22/12/2019 to 23/12/2019.
- Once the search process is initiated, you can see the list of records uploaded between 22/12/2019 and 23/12/2019.
Deleting a Record from Imported Files
- You can delete a record from the imported files from the Show All page or using the Advanced Search page.
From the Advanced Search Page
- Once the records are retrieved using advanced search, you can select the records to be deleted.
- Select the records → Bulk Actions → Delete to delete the records.
- You will be notified that the contact is deleted successfully.
From the Show All Page
- You can delete multiple records instantly using the Bulk actions in the Show All page. Select the records to be deleted from the Show All page.
- Select Bulk Actions → Delete to delete the records.
- You will receive a notification once the records are deleted.
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