Introduction.
CharityEngine®’s Recycle Bin feature grants users greater control and
Table of Contents
Deleting Contacts
Checkboxes
Check the boxes next to the contacts you wish to delete.
Click the arrow next to the top checkbox to show the menu of options. Choose to either Delete Selected or Delete All. Delete Selected will delete only the contacts that you have checked. Delete All will delete every contact available under the filters you have selected.
When you click Delete All or Delete Selected, a pop-up box will appear prompting you to confirm that you want to delete. To confirm the deletion, click on OK
A banner will appear confirming the deletion. It will also provide a link to view the deleted records in the Recycle Bin.
After a number of contacts
Deleting Individual Contacts
To delete individual contacts, hover over the three dots to the right of a listing and click Delete.
A pop-up box will appear to confirm the deletion. Click Confirm to delete the contact.
Contacts with Dependencies
If a contact has a dependency, such as a spousal relationship, you cannot bulk delete them using the checkboxes. You must individually delete them. When you hover over the three dots and click Delete, a confirmation box will appear. You can choose to either delete both the contact and the dependency or move the contact.
NOTE: Moving the contact is best when the contact has a transaction attached to it. If you move the contact instead of deleting it, the transaction will simply be moved to another contact.
Deleting Transactions
Checkboxes
Check the boxes next to the contacts you wish to delete.
Click the arrow next to the top checkbox to show the menu of options. Choose to Confirm Selected, Process Selected, Acknowledge Selected, or Delete Selected.
When you click Delete Selected, a pop-up box will appear prompting you to confirm that you want to delete. To confirm the deletion, click OK.
Deleting Individual Transactions
To delete individual transactions, hover over the three dots to the right of a listing and click Delete.
A pop-up box will appear asking you if you would also like to delete the contact record. Use the radio buttons to select yes or no
Note: Transactions that have come through a web form require special permission to delete. Only manually created transactions will be able to be deleted.
Trash Can Home Page
View the newly deleted records in the Recycle Bin. Find it by navigating to Configuration > General > Trash Can. You can also access it by clicking the Trash Can icon at the top of various pages.
Hover over the three dots to the right of a listing. Choose whether to restore the listing or delete it permanently.
You can also check the boxes and bulk restore or
Advanced Filter
Use the Advanced Filter to find a specific deleted item.
Permissions
CharityEngine® has put
Find the role you wish to edit, hover over the action options, and click Manage.
Click into the Permissions tab and Click on the Yes or No on the right side to change the permission setting
