Recycling And Deleting

Last Updated December 21st, 2017 by Becca Ellig

Recycling and Deleting from Officetrax work differently. Here's how:

Deleting

When you click a button that says Delete, you will completely remove that Record from Officetrax. You will not be able to undo this action. Some items in Officetrax can only be Deleted and not Recycled.

Recycling

When you click a button that says Recycle, you will move that Record to a Recycle Bin located in Settings. The Record will remain there until it is Restored or Deleted. Restoring a Record will place the Record back into Officetrax.



How to Recycle:

  1. Navigate to a Record you wish to Recycle.
  2. Click on the top drop down menu related to that Record (ex. if it's a Contact, click the Contact drop down) and choose Recycle.
  3. From the Recycle page you are able to transfer any Related Records, or choose to also Recycle them.

Note: You can choose to Recycle some Related Records , and Transfer others.



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