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Concept

Deleted records and restore

Nothing a person deletes is destroyed. It is marked with who, when and why, stays readable on its own page, and can be restored.

What deleting does

When you delete a record, whether a task, a note, a document or a party's contact, it disappears from the working lists but is not destroyed. It is marked with who deleted it, when, and the reason they gave.

A link to a deleted record still opens it, marked as deleted, with the person, the day and the reason at the top.

Restore

  1. Open Settings, then Deleted records, or follow a link to the record.
  2. Choose Restore. The record returns as it was, and the restore is recorded.
The deleted records register with who deleted each and why.
The deleted records register, with who deleted each and why.

Restoring needs the same permission as changing that kind of record.

When a record is really destroyed

Only at the end of its retention period, by two people, and never under a legal hold.

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