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:
1. Navigate to the profile of the Candidate, Contact, Company, Job or Deal you want to delete.
2. Click the ellipses icon (...) located at the top of the profile page.
3. Select Delete from the dropdown menu that appears.
4. A confirmation pop-up will appear. Enter the number of records you are deleting and click Delete to confirm.
Delete Records in Bulk:
1. 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.
2. 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. You can use the 'Select 3000 records' button to select 3000 records at a time.
3. Click the ellipses icon (...) and then click Delete.
4. A confirmation pop-up will appear. Enter the number of records to be deleted and click Delete to confirm.
The method for deleting records is the same for all the entities(candidates, contacts, jobs, companies and deals).
📌 Note: The confirmation step requires you to enter the exact number of records being deleted. This is intentional and helps prevent accidental bulk deletions.
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 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).
Problem: Associated notes, tasks, meetings, or call logs disappeared from other entities after deleting a record.
Problem: Associated notes, tasks, meetings, or call logs disappeared from other entities after deleting a record.
Likely cause: These items were originally added to the deleted primary record.
What to check: Whether the missing activities were created on the record that was deleted.
Resolution: Be aware that when a note, task, meeting, or call log added to a specific record is deleted, it is removed from all associated entities. This cannot be reversed.
Problem: I deleted the wrong record and want to restore it.
Problem: I deleted the wrong record and want to restore it.
Likely cause: The deletion was confirmed in error.
What to check: Verify whether the record is still visible anywhere in the system.
Resolution: Records once deleted cannot be recovered. You will need to recreate the record manually.
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.
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.
If you have questions or need assistance, use the chat icon at the bottom right of the screen to reach the support team.