Ever had that heart-stopping moment right after you delete something important? We've all been there! That's why Smackdab has a Trash feature, your personal safety net for deleted records.
Think of it as a recycle bin for your CRM. It’s a temporary holding area that gives you a second chance to recover items before they’re gone for good, letting you clean up your workspace with total confidence.
Your Guide to Visiting the Trash (How to View & Manage)
Ready to take a look? Finding and managing your trashed items is easy.
Head to Settings: From the main navigation menu, click on Settings.
Navigate to Data Management: Under the Settings options, select Data Management.
Open the Trash: Click on Trash to see all your deleted records.
Inside, you'll find neat tabs for each type of record (like Deals, Contacts, etc.). Just click a tab to see the items inside.
To manage a record:
Click the three vertical dots (⋮) next to the item you want to manage.
Choose Restore to bring it back to life.
Choose Delete Permanently to remove it for good.
The Trash feature gives you the freedom to work fearlessly, knowing you always have a second chance.
What Can You Find in the Trash?
The Trash is a temporary home for almost any record you delete from Smackdab. This gives you a chance to review and recover a wide range of items, including:
Clients & Contacts: Mistakenly removed a Company or Contact? No problem.
Sales Pipeline: Lost Deals, Quotes, or Invoices can be found here.
Product Catalog: Discontinued or test Products are safely stored away.
Daily Activities: Cleared out old Activities, Notes, or Documents? They're waiting in the Trash.
Why the Trash is Your Best Friend (Its Purpose)
This feature is more than just a bin; it’s a powerful tool for smart data management.
Flawless Data Recovery: Accidentally deleted a crucial note or a hot lead? Easily restore it back into your CRM in just a few clicks. Crisis averted!
Confident Cleanup: Keep your CRM tidy by removing outdated records without the fear of permanent loss. You can review everything one last time before making it final.
Superpowers of the Trash (Common Features)
The Trash comes packed with simple, powerful options to manage your deleted data.
Bring It Back! (Restore): With one click, you can bring a deleted item right back into active use, exactly where it was before.
Gone for Good (Permanent Delete): Ready to say goodbye forever? This option completely removes the record from your system.
Automatic Cleanup (Retention Period): No need to worry about clutter. The Trash may automatically clear out items after a set period (e.g., 30 days), keeping things fresh.
Admin Control (Role-Based Access): To keep data secure, access to view or empty the Trash may be limited to users with specific permissions.