Delete Records

Overview

The Delete Records feature in Operative allows you to remove contact or transaction records, individually or in bulk, from your database. This is useful for cleaning up unnecessary data that should not be included in reporting.

Prerequisites

• The records (contacts or transactions) must already exist in Operative.
• Identify the specific contacts or transactions you want to delete.

Step-by-Step Instructions

To access records

• For contacts: Go to Contacts in the left-hand navigation menu and choose Person or Organization.
• For transactions: Go to Transactions in the left-hand navigation menu.

Delete a Single Contact or Transaction

1. From the list, select the record you want to delete. 
2. Open the record, then click the three dots in the upper left-hand corner of the record window and select Delete.
3. A confirmation window appears asking you to confirm the action.

Delete Multiple Contacts or Transactions

1. From the list view, select the checkboxes next to the records you want to delete.
2. A green bar will appear at the bottom of the screen with options to Merge, Archive, or Delete the records selected.
3. Click Delete.
4. A confirmation window appears asking you to confirm the action.

You will see a confirmation message that the records were successfully deleted. The deleted records will no longer appear in the database or reporting.