How can I delete a record?
To delete a record (e.g., a test record, a record created by mistake, or an archived record at the end of its retention period), you first need to archive it.
- Archive the Record
- Open the record you want to delete.
- Click on the action menu in the left-hand menu.
- Select the Archive option.
- Delete the Record
- Once archived, reopen the record.
- Click on the action menu again.
- Select Delete, then confirm to complete the action.
When a record is deleted, it stays in the Deleted tab for 30 days. After that, it is permanently removed along with all its contents, except for financial records. You have up to 30 days to restore a deleted record if needed. After this period, recovery will no longer be possible.
For more details, see our article: What happens to my data when I delete a client record or my account?
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