From time to time users might unintentionally delete a record and need to restore the information. Restoring data is an Administrator function that can easily be done whenever you need to.
- Access the Administration Tab
- Click Settings
- In the left menu, click Session Activity
- Look for the record you would like to restore and click the blue Restore tag to initiate the action.
What records can be restored?
- Customers
- Contacts
- Leads and Opportunities
- Tasks
- Notes
- Quotes
- Orders
- Invoices
- Work Orders
- Purchase Orders
