Deleting Contacts

Modified on Mon, 19 Aug, 2024 at 6:50 PM

In this article, we will discuss how to delete Contacts in farmerswife, and how this may affect your pre and existing Projects associated with these Contacts.



TABLE OF CONTENTS




Deleting A Single Contact

You can select to highlight, then right-click to Delete a single Contact in the Advanced Contacts Search or the Toolbox > Contacts Tab



Toolbox > Contacts Tab




Bulk Deletion of Contacts

You can bulk delete Contacts in the Advanced Contacts Search. You do this by selecting multiple Contacts to highlight, then right-click to Delete Contacts



On Mac, you can multi-select by holding down command + clicking to select additional Contacts.

On Windows, you can multi-select by holding down control + clicking to select additional Contacts.




Deleted Contacts Behaviour

When a Contact is deleted from your database, the record of the Contact still exists in the Project, Invoice, etc. 

However, farmerswife will notify, for example, that the Project's Client does not match an Active Contact in the database, and will suggest you update this to an Active Contact.



You have two options:

1. Keep Deleted Contact as the Project's Contact 

After you hit Confirm to exit this notification, you will need to hit "cancel" to close out of the Project screen, and this will preserve the Deleted Contact as the Project's Contact.



2. Update Deleted Contact with an Active Contact

Simply type in the Client field to replace this with an Active Contact in your database, and click OK to Save your Project.




Accidentally Deleted A Contact?

If you accidentally deleted a Contact, the fastest way to recover this Contact's data is to search for a Project or Invoice with this Contact's name and use the information to then manually re-create the Contact.


As a last resort effort, you can roll back your farmerswife server to a time before you deleted the Contact(s). However, keep in mind that you will also lose all history of Projects, Bookings, Invoices, etc. created during the time of your rollback to today. 


Should you choose to seek this option, and host your database, you can find the instructions here.

If your server is cloud-hosted by farmerswife, send in a rollback request to support@farmerswife.com and be specific about the dates/times you would like to rollback to.







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