How to Restore Deleted Contacts

Within the Contact section of Referins, you may delete contacts from time to time for various reasons. Perhaps the information is outdated, they’re no longer a customer, the lead went ‘cold’, etc. You may accidentally delete someone you didn’t mean to delete, and you can restore that deleted contact into the Referins. Here’s how:

Step 1: Deleting Contacts

• Within the Contacts section you may check one or more records, click the trashcan icon, and delete the record(s).
• You may also delete an individual from within their Contact Record.

Step 2: Restoring Contacts

There are a few options for restoring contacts - individually or using a bulk action.

Individually Restore Contacts: This is the option for individual contacts you wish to restore one at a time. You may check multiple contacts to restore as well.

• Navigate to Contacts > Restore
• Click to check the box next to the Contact you wish to restore.
• Click the “Restore” button in the top right.
• Click Confirm in the popup window to confirm the restoration.

• Now the contact will be back in your Contacts list.

Bulk Action - Restoring Contacts: This option is used for restoring contacts that were deleted in bulk. 

• Navigate to Contacts > Bulk Actions
• Using the Actions menu, click the three dots to open up the menu.
• Click “Restore”

• The Contacts will be added back to your list.
• You will see the Status shown as “Completed” once the process is done.

You can also restore multiple contacts directly from the Restore tab by selecting them.

FAQs 

Q: How do I delete contacts in Referins?
A: To delete contacts, go to the Contacts section, select one or more records, and click the trashcan icon. Alternatively, you can delete an individual contact directly from their Contact Record.

Q: What if I accidentally delete a contact?
A: If you accidentally delete a contact, you can restore them using the steps below.

Q: How can I restore a deleted contact?
A: You can restore contacts either individually or in bulk.

• Individually:
  1. Go to Contacts > Restore.
  2. Check the box next to the contact you want to restore.
  3. Click the “Restore” button in the top right.
  4. Confirm the restoration in the popup window.
• In Bulk:
  1. Navigate to Contacts > Bulk Actions.
  2. Open the Actions menu by clicking the three dots.
  3. Select “Restore.”
  4. The contacts will be added back to your list, and you’ll see the Status as “Completed” when the process is done.

Q: Can I restore multiple contacts at once?
A: Yes, you can restore multiple contacts by selecting them directly from the Restore tab and using the restore option.

Q: How do I know if the restore process was successful?
A: For bulk restores, you will see the Status marked as “Completed” once the process is finished. For individual restores, the contact will reappear in your Contacts list.