Deleting a company, person, opportunity, task, or note doesn't destroy it. The record is moved out of sight and can be restored. Only Force delete, which is reserved for workspace administrators, removes data permanently.
Restore a record
- Open the record type's list, say Companies.
- Open the filters and set Deleted records to Only deleted records.
- Find the record and choose Restore from its row menu.
The record returns with everything intact: field values, linked tasks and notes, activity history. Select several rows to restore in bulk.
Delete permanently
With the deleted-records filter active, administrators also see Force delete. That removes the record for good. There is no undo, and no way for Relaticle support to bring it back. If there's any doubt, export the records first.
Good to know
- Deleted records don't appear in lists, search, the board, or the AI assistant's answers.
- Deleting a company doesn't delete the people, tasks, or notes attached to it. Restoring the company brings the account view back together.
- Everyone in the workspace can delete and restore; only administrators can force delete.