What is the Soft Delete Contact Report?

 

Member365 has a two-step deletion process to ensure you can restore any mistakes if needed. When a Contact Record is soft deleted, it is sent to the ‘Soft Delete Contact Report.' From there, you can restore the contact record or permanently delete it, which will delete all of that contact's history.

 

 

How do I access the Contact Trashcan?

1. From the Member365 Administrator Dashboard, click ‘Contacts’ at the top of the screen.

Screenshot_03-01-2021_14.49.50.png

 

2.  Then click "Reports" on the left-hand menu and click on "Soft Delete Contact Report."

 

How do I manage the Soft Deleted Contacts?

A Soft-Deleted Contact can be restored at any time: you can remove it from the Trashcan and bring back the Contact Record as if it was never deleted. You can also permanently delete a Soft-Deleted Contact to remove it from the database completely.

Consult this Knowledge Base article to learn how to restore a Contact from the Trashcan.

Consult this Knowledge Base article to learn how to permanently delete a Contact Record.

 

Are Soft Delete Contacts still Contacts?

If a Contact is in the Soft Delete Contact Report, its information is still on the Database and can be restored at any time. In all other ways, the Contact has been deleted from your system.

You cannot find Soft-Deleted Contacts anywhere but the Trashcan. Their Memberships will be canceled, as will their place be on your mailing lists and anything else they had been using their Contact Record for.

IMPORTANT NOTEThe email address of a Soft-Deleted Contact is still valid, however. Before sending a Contact to the Trashcan, ensure that its email will not be used moving forward! Continue reading here to learn more.

Congratulations, you now know what the Contact Trashcan is used for, how to access it, and how to use it to manage your deletions!

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.