Restore a deleted task

Smiley
Smiley Member Posts: 7
Photogenic Name Dropper First Comment
edited February 28 in Sales CRM #1

How do I restore a single deleted task?

Smiley

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,067 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment

    Hi @Smiley , if you mean a single activity, the quickest and simplest way is to create it again as a new activity.

    If necessary, you can use the Chatbot to submit a request to restore deleted items. This will take longer since it has to be processed by our support team, so is not recommended for restoring a deleted activity.


  • Smiley
    Smiley Member Posts: 7
    Photogenic Name Dropper First Comment

    Thank you, Manuel,

    The problem with creating a new Activity is that I do not have the notes from the deleted Activity. Will they restore when I create a new one?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,067 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment

    Not in that case, I’m afraid, as it would be a brand-new activity. So you can submit a request to our support team to restore a deleted item.

    So that you know, restoring deleted items is not always possible. But if it is, they’ll do it for you.

  • Smiley
    Smiley Member Posts: 7
    Photogenic Name Dropper First Comment

    ok thank you. Will do.