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How to…Delete a Record

At 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, please contact support via support@buddycrm.com.

Updated on June 19, 2018

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