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Bulk Deletion

Written by Beatty W

Bulk Delete lets you remove several records at once instead of deleting them one at a time.

Where it's available

Bulk Delete function is available on these tables:

  • Projects

  • Tasks

  • Clients

  • Contacts

  • Templates

  • Firm Members

How to delete multiple items

  1. Navigate to the table you want to delete records from (for example, Projects or Contacts).

  2. Select each item you want to delete using the checkbox on the left-hand side of its row.

  3. Click the trash can icon.

  4. Follow the on-screen prompts to confirm the deletion.

Before you delete

Deletion is permanent. Once you confirm, the selected items cannot be recovered.

Before clicking the trash can icon, double-check that only the items you intend to remove are selected. If you're unsure about a record, leave it unselected and review it separately.

Note: Deleting users from the Firm Members table removes the user from the account.

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