The Recycle Bin acts as a safety net for your CRM, holding deleted records for a limited time before permanent removal. This guide explains how to locate, identify, and restore records to their original modules, ensuring that accidentally deleted information—such as Leads, Accounts, or Intake Opportunities—can be recovered without data loss.
Before You Begin
Admin Permissions: You must have administrative access to view and manage the Recycle Bin.
Caution: Restoring records can trigger automated workflows or notifications. Ensure you are only restoring the specific data intended for recovery.
Support: If you need to recover a large volume of data (Mass Recovery), it is recommended to contact Dazos Support for assistance to prevent unintended system changes.
Steps
1. Access the Recycle Bin
Log in to your Dazos CRM instance.
From the main navigation menu, click on Settings (Gear Icon) and select CRM Settings.
Locate and click on the Recycle Bin option.
2. Select the Correct Module
By default, the Recycle Bin may open to a specific module (e.g., Intake Opportunities). If you need to find data from a different area:
Look for the Arrow Icon (module selector) near the top right of the current module name.
Click the arrow to display a list of all available modules (Leads, Accounts, Outbound Referrals, etc.).
Select the module where your deleted data originally resided.
3. Identify and Restore Records
Once inside the correct module list:
Individual Restoration: Carefully review the list to find the specific record. Click the Restore Icon (circular arrow) on the left-hand side of that record.
Mass Restoration: If you need to recover multiple records at once:
Select the Checkboxes next to the desired records.
Click the Mass Restore (or "Restore Selected") button.
Tip: Use Mass Restoration with caution, as this action cannot be easily undone.
4. Verify the Restoration
It is essential to confirm that the records have returned to their active state:
Navigate back to the original module (e.g., go to the Leads module if you restored a Lead).
Search for the restored records to ensure all associated fields and related lists (notes, activities) are visible and correct.
Verification / Expected Result
Upon clicking restore, the record will disappear from the Recycle Bin list and reappear in its original module. Any associated history or linked records (e.g., an Opportunity linked to a restored Account) should also be reinstated.
Troubleshooting / Common Errors
Record Not Found: If a record is not in the Recycle Bin, it may have been deleted beyond the retention period (check with your Admin for your specific data retention settings).
Restoration Failed: This can occur if a "Master Record" (like a Facility) was deleted alongside a child record (like an Opportunity). You must restore the parent/master record first.
Duplicate Error: If a new record with the same unique ID was created after the deletion, you may receive an error. You must delete or rename the new record before restoring the old one.