Open the Record you want to delete
Click Edit
in the Overview
Module
Scroll to the bottom of the open Module
Click Delete
to be brought to the delete page for that record
Continue to Step 5 of How to Delete a Record via the Delete Page
(below)
Open the side navigation by clicking on the hamburger navigation (the three horizontal lines on the top right of every page)
Click Delete
on the side navigation
Paste the Record ID
Select the Record Type
Either:
Click Delete This Record Forever
OR
Remove the backwards relationships to your records by opening and removing the record, deleting the record, or changing the record to remove the relationship to the record you would like to delete.
You are able to delete these record types:
​Accounts​
​Activities​
​Bookings​
​Campaigns​
​Catalogs​
​Documents​
​Inventories​
​Trips​
You are NOT able to delete these record types:
​Transactions​
In most cases, it is possible to recover a deleted record.
Open a new chat conversation with Groupdesk Staff
Make a request to recover the record, and include the deleted Record's ID and/or URL
If you do not have the Record ID and/or URL, please include the Record name and any other information you have about the record.
We will try our best to restore the record as soon as possible, however, recovering a deleted Record may take up to 5 business days, if we are able to recover to record at all.
While in most cases we are able to recover the record itself, we are NOT able to reinstate the relationships that were removed/changed when the record was deleted.
A deleted record can still be accessed if the ID is known. You are not able to make any changes to the record, but you can still view it.