How to delete data

Deleting individual records

1. Open the record you would like to delete.
2. Click the Actions menu.
3. Select the Delete...option.

   

4. Read the warnings on the next page and click the button to confirm.

   

Deleting files

Files are either uploaded to Insightly directly or attached to emails that have been saved to Insightly. If you delete an email, its file attachments will also be deleted.

Here is how you find the files and delete them. 

1. To access specific files, navigate to the relevant Object tab (e.g., Contact), open the desired record, click on the Related tab, and then select Files. 
2. Click the three-dot menu next to the file name and choose Delete This File..

Deleting files in Bulk

To delete files in bulk, follow these steps: 

1. Navigate to https://crm.na1.insightly.com/list/files 
2. Select the checkboxes next to each file you want to delete, then click the trashcan icon at the top left of the list view. 
3. A confirmation message will appear. To finalize the bulk deletion, click the Delete File Attachments button.