Purge deleted records

An administrator permanently (hard) deletes a soft-deleted record and all its exclusively-owned related data. This is irreversible.

When this happens: Admin clicks Purge on a soft-deleted record.

Step by step

  1. 1

    On a soft-deleted record's detail page, clicks Purge.

    EasyCRM shows impact summary: This will permanently and irreversibly delete this record and all its data: — [N] activities — [N] attachments — [N] entity-specific links References from other records will be nullified (e.g. Opportunity.Contact — NULL) Requires Admin to type the record's identifier (name, number) to confirm.

  2. 2

    Types the identifier. Clicks Purge.

    Permanently deletes: record, exclusively-owned activities, activity-entity links, attachments. Nullifies references: Opportunity.Contact, Quote.Contact, etc. Audit log entry: Purge (preserves entity type, entity ID, entity name in the audit record).

If something goes wrong

Identifier mismatch

Types wrong identifier. Identifier does not match. Operation cancelled

Good to know

  • Purge is irreversible.
  • Only Admin can purge records.
  • Audit log entry preserved after purge (entity ID and name in audit survive).
  • References from other records are nullified, not cascaded.