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How to…Delete a Record

Find the record you wish to delete by using the search bar

search results screen in desktop version of BuddyCRM

 

share this record in BuddyCRMAt the top of the record card you will see the trashcan iconĀ  to delete this record.

Click this button and a pop-up will appear to ask ‘Are you sure you wish to delete the record?’, select ‘Ok’ and the record will be deleted.

To re-instate a deleted record, go to the Data Management tab of the Admin menu.

Updated on May 21, 2018

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