If a family inquiry or referral partner was deleted by accident, you can bring the record back within 60 days. After 60 days the contact is permanently removed.
Restore one or a few contacts
- Go to Contacts.
- Click the three-dot menu next to + Add Contact and select Restore.
- Review the list. It shows each contact's name, email, phone and the date it was deleted.
- Check the box next to each contact you want back, or select all.
- Click Restore and confirm.
Undo a bulk delete
- Go to Contacts, then Bulk Actions.
- Find the delete job you want to reverse.
- Click the three-dot menu on that row and select Restore.
- Confirm in the pop-up.
- Watch the status change from In Progress to Completed, then check your contact list.
Large restores can take several minutes.
What comes back
Restored contacts return with their associated opportunities, notes, tasks, conversations, appointments and workflow participation, unless those items were deleted separately.
Common questions
- Can I restore a contact someone else deleted? Yes, if it is within 60 days and you are an account admin.
- Does Select All include every page? It selects the contacts in the current view. Increase rows per page or repeat on each page.
- Why can I not restore a contact? It was deleted more than 60 days ago, or your account uses HIPAA-compliant settings, which do not allow restores.
- Can I undo other bulk actions, like a bulk email or tag? No. Restore only works for deleted contacts.
Have a question about your own account? Submit a ticket and our team will follow up.
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