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.

1. Archive the Record
1. Open the record you want to delete.
2. Click on the action menu in the left-hand menu.
3. Select the Archive option.
   
   
   
   
2. Delete the Record
1. Once archived, reopen the record.
2. Click on the action menu again.
3. Select Delete, then confirm to complete the action.
   
   
   

Deleting a record is permanent and irreversible. Once deleted, its content cannot be recovered. For more details, consult our article: What happens to my data when I delete a client record or my account?

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