How to delete records?

A user with Administrator permission can permanently delete discarded contacts.

To do this, go to the Main Menu and select: Tools > Data Maintenance > Record Deletion.

Once in the Delete records screen, click on New Disposal.

Now, enter the reason why the contacts will be deleted. You can also delete the company if you wish in the box below. When you are ready, click Save and add contacts.

In the next screen click on Add.

In the next window select in which Entity your contacts are located. Use the Filter options and click on the Filter button.  This action will show you the number of contacts found.

Remember that you can use more than one filter, and explore other options to delete the records you need.

Save the record by clicking on the Accept button. 

Return to the Delete Contacts screen and click Options Menu > Process. 

Then confirm your request in the pop-up window by clicking Accept.

You will notice that the Status column of your deletion now displays the legend Awaiting Approval. 

You will see the Delete Confirmation notice. In order to proceed type in the box the caption: REMOVE INFORMATION (in capital letters and without tilde) and click Accept.

A new window will appear notifying the date and time when you will delete the records definitively. If you agree, click on Yes, delete.

An email will be generated to all administrators, notifying them of the Record Deletion Request:

______________________________________________________________________

Record deletion request

Miguel Conde has requested a deletion of discarded records in your Upnify account! This operation will delete 15 records, which cannot be recovered and will be executed on Saturday, March 4, 2017 at 3:00 am. If you do not wish to proceed with this operation or if you consider it is an error, please click on the following link before the scheduled date and the operation will be stopped immediately.

#custom cancellation link

______________________________________________________________________If the link is clicked, the following window will appear:

If you choose No, the deletion process will continue. If you confirm that you want to cancel, click on Yes, cancel and the following image will appear and the cancellation process will continue.

If you choose No, the deletion process will continue. If you confirm that you want to cancel, click on Yes, cancel and the following image will appear and the cancellation process will continue.