FAQs
Specify the IDs of the records you want to mass delete. include_child - Boolean field to indicate whether you want to mass delete the child territory records as well. Default value is false.
How do I delete multiple entries in Zoho? ›
- Go to "Edit this Application"
- Select the Form you wish to delete records from.
- Click on "WorkFlow"
- Enter the script as in the image below (don't forget to change the form name - Stock_Codes in this example)
- Click the "Save Script" button.
- Click "Access this Application" - your form should open and execute the code.
In order to mass delete, you must have permission to “modify all data,” and you are only able to delete a maximum of 250 at once. If you are not set as an Admin, you may not have the ability to delete records with associates cases or partner accounts.
How do I delete sample data from Zoho CRM? ›
How do I remove sample data from Zoho CRM? To remove sample data from your CRM account, do the following: Go to Setup > Data Administration > Remove Sample Data. Click Yes, Proceed.
How do I bulk delete records in CRM? ›
In table view, to select all of the records in the view, click the Select all [number] [records] link.
- At the top of the table, click delete Delete.
- In the dialog box, enter the number of records to delete, then click Delete.
Purpose. To delete the records of a module in bulk. You can delete up to 50,000 records in a custom view or delete up to 500 records using their record IDs in an API call.
How do I delete duplicate records in Zoho CRM? ›
Click the [Module] tab (e.g., Leads, Accounts, Contacts, and so on). In the [Module] Home page, click Actions and select Deduplicate [Module]. In the Deduplicate [Module] page, click the fields by which you would like to search the duplicate records. You can select up to three fields.
How do I delete all transactions in Zoho? ›
Following is the process:
- Get into "Accountant" tab.
- Mouse-over on the respective accounts and select "Show Transactions" link.
- This will list all the transactions for the corresponding accounts where you can delete them one by one.
- Once deleted all the entries, you will be allowed to delete the self-created account.
Deleting items in bulk
You can also delete multiple / all items at once in Zoho Inventory. To do so, Go to the Items module under Inventory from the left sidebar. In the items list view, select the items that you wish to delete.
Is there a way to mass delete? ›
Mass delete emails: Press * and a on your keyboard simultaneously to select all emails on the current page. Then press # to delete the selected emails.
Press and hold the CTRL key as you select multiple files to delete. To select a long list of files click the first file in the list, press and hold SHIFT, then click the last file in the list.
What is bulk delete? ›
The bulk deletion feature helps you to maintain data quality and manage the consumption of system storage by deleting data that you no longer need. For example, you can delete the following data in bulk: Stale data. Data that is irrelevant to the business. Unneeded test or sample data.
How do I clean up my CRM database? ›
How do you clean up your CRM database?
- Consolidate contact records. ...
- Implement a standard process. ...
- Create clear segmentation. ...
- Audit your data. ...
- Remove duplicates. ...
- Restrict the number of administrative users. ...
- Archive old data. ...
- Outsource CRM data cleansing.
Right-click on the file or folder that you want to delete and select Move to Trash. Alternatively, select a file or folder that you wish to delete, click the More actions (...) icon at the top, and choose Move to Trash. The selected item will be moved to the Trash folder within My Folders.
How do I Delete all records from CRM entity? ›
Go to Settings > Data Management. Choose Bulk Record Deletion. Choose New to run the Bulk Deletion Wizard to create a bulk deletion job with the records you want to delete.
How do I delete all records from CRM entity? ›
Go to Settings > Data Management. Choose Bulk Record Deletion. Choose New to run the Bulk Deletion Wizard to create a bulk deletion job with the records you want to delete.
