Recycle Bin

Recycle Bin

All the records and files that are deleted from the Zoho CRM account will be stored in the recycle bin. You can restore the records from the recycle bin within 60 days, after which they will be permanently deleted from your CRM account. You can also manually delete the records from the recycle bin before the default deletion period.


Note
  • The records in the recycle bin will be available based on your organization's Role hierarchy and your permission to view the records.

Restore Records

As and when required you can restore the deleted records from the recycle bin. 

To restore records from recycle bin

  1. Go to Setup > DataAdministration > Recycle Bin.
  2. In the Recycle Bin, select the check boxes of the records that you want to restore.
  3. Click Restore.
Delete Records from Recycle Bin

If required, you can manually delete the records from the recycle bin.

To delete records from the recycle bin

  1. Go to Setup > DataAdministration > RecycleBin.
  2. In the Recycle Bin, select the check boxes of the records that you want to permanently delete.
  3. Click Delete.




Restore/delete based on criteria

When you have more number of items to be restored or deleted from the bin, you can choose to filter the records based on certain attributes using criteria.

To filter, 
  1. On the Recycle Bin page, click on the funnel icon present in the list view header.
  2. Below the header of each column, the funnel will open filter criteria. Determine the record attributes you'd like to filter and click Search.
  3. From the list of records, select the desired records using the checkbox and either restore/ delete the line items.

Troubleshooting Tips


    • Related Articles

    • Troubleshooting Recycle Bin and Audit Log

      1. I have accidentally deleted a large number of records from Zoho CRM and we have used our two monthly free backups. How can I get my data back? If you have deleted those records within the last 60 days, you can retrieve the data from the Recycle ...
    • Managing Notes and Attachments

      File attachments are documents, such as Marketing Collateral, Sales Quotes/Orders/Invoices, SLA, and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write ...
    • Troubleshooting Data Storage

      1. My data storage was full, so I deleted many unnecessary records but the storage still shows as full and I cannot add new records or notes. The data and file storage in your organization is checked and updated once an hour. This means that it will ...
    • Manage File Storage

      For new signups, the Documents tab is powered by WorkDrive. It will be rolled out to existing users in the future. Users with this update can refer to: Manage file storage in Zoho CRM. For users without this update, the file storage-related ...
    • Manage Data Storage Space

      The storage space in Zoho CRM is divided into two categories: Data and File for a clearer representation. These categories are further classified into Storage and Usage details. Data storage It is the total space occupied by the records in the ...