What this feature does and when to use it?
This article explains how to delete records in Recruit CRM, both individually and in bulk, along with the permissions required and how to manage bulk action options on list pages.
The delete functionality allows Account Owners and Admins to permanently remove records that are no longer needed. You can delete a single record from its profile/details page or remove multiple records at once using bulk actions from the list page. You can also customize which bulk actions are available and how they appear, helping you manage records more efficiently.
Please Note
Deletion is permanent. Records that are deleted cannot be recovered. There is no undo option, so review your selection carefully before confirming.
Only Account Owners and Admins can delete records by default. Users on the Team Member and Restricted Team Member role do not have permission to delete records.
Deletion applies to Candidate, Contact, Company, Job, and Deal records.
Step-by-Step Instructions
Delete an Individual Record:
Navigate to the profile of the Candidate, Contact, Company, Job or Deal you want to delete.
Click the ellipses icon (...) located at the top of the profile page.
Select Delete from the dropdown menu that appears.
A confirmation pop-up will appear. Enter the number of records you are deleting and click Delete to confirm.
Delete Records in Bulk:
Navigate to the list page for the record type you want to delete. You can go to the Candidates, Contacts, Companies, Jobs, or Deals list page.
Select the records you want to delete by checking the checkbox on the left side of each row. To select all records on the page, use the checkbox beside the column header. As you scroll down, more records will be selected automatically.
Click More in the bulk action bar and then click Delete.
A confirmation pop-up will appear. Enter the number of records to be deleted and click Delete to confirm.
📌 Note: The confirmation step requires you to enter the exact number of records being deleted. This is intentional and helps prevent accidental bulk deletions.
Customize Bulk Actions on the List Page
You can control which bulk actions are visible directly on your list page, so the actions you use most often are always within reach.
Select any random record on the list page and then click More on the list page action bar, then click Customize Bulk Actions.
Select up to 5 actions to display directly on the screen without needing to open the More menu. You can arrange the order of the selected actions by dragging and dropping them into your preferred sequence.
Save your configuration. The list page will now reflect your customized layout.
Troubleshooting
Problem: The Delete option is not visible on a record
Problem: The Delete option is not visible on a record
Likely cause: Your user role does not have permission to delete records.
What to check: Confirm whether you are logged in as an Account Owner or Admin, or your custom role has the permissions to delete the record.
Resolution path: Contact your Account Owner to request the necessary permissions or to perform the deletion on your behalf.
Problem: The Delete option is missing from the bulk actions menu
Problem: The Delete option is missing from the bulk actions menu
Likely cause:The Delete action may not be included in your customized bulk actions display on the List Page.
What to check: Click More on the list page and check whether Delete is listed there. Also, check if your role has delete permissions.
Resolution path: Click More and then Customize Bulk Actions to add Delete to your visible actions, or ask the Account Owner to adjust your permissions.
Problem: The number I enter in the confirmation box is not accepted
Problem: The number I enter in the confirmation box is not accepted
Likely cause: The number you typed does not match the actual count of selected records.
What to check: Recount the selected records in the list or confirm you are deleting only one record from a profile page.
Resolution path: Enter the exact number of records shown as selected (for example, “1” for a single record, “4” for four selected records).
FAQs
Who can delete records in Recruit CRM?
Who can delete records in Recruit CRM?
By default, only Account Owners and Admins can delete records. Users on the Team Member and Restricted Team Member role do not have permission to delete records.
Can a deleted record be recovered?
Can a deleted record be recovered?
No. Deletion is permanent and irreversible. Once a record is deleted, it cannot be restored through the application. Always confirm your selection carefully before proceeding.
Which record types can be deleted?
Which record types can be deleted?
You can delete Candidate, Contact, Company, Job, and Deal records, both individually and in bulk.
What does the confirmation step in the delete pop-up require?
What does the confirmation step in the delete pop-up require?
Both the individual and bulk delete flows require you to type the number of records being deleted before the deletion is processed. This step is a safeguard to prevent accidental removal of records.
How many bulk actions can I display directly on the list page?
How many bulk actions can I display directly on the list page?
You can display up to 5 bulk actions directly on the list page. Additional actions remain accessible through the More menu. You can also drag and drop the selected actions to arrange them in your preferred order.
Conclusion:
Deleting records in Recruit CRM is a straightforward process, but it is permanent. Whether you are removing a single outdated profile or clearing a batch of records in bulk, following the steps in this article will help you do so safely.
Use the bulk action customization feature to keep your most-used actions visible and accessible on every list page. If you have questions or need assistance, use the chat icon at the bottom right of the screen to reach the support team.