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.
Show All

  • Click on the dropdown to view the advanced search tab.
Advanced Search

  • 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.
Created On

  • Once the search process is initiated, you can see the list of records uploaded between 22/12/2019 and 23/12/2019.
Save View

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.
Bulk Actions

  • 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.
Show All Page

  • Select Bulk Actions → Delete to delete the records.
Bulk Delete

  • You will receive a notification once the records are deleted.
Delete Success