HomeRecordsOverviewDeactivating primary records

1.3. Deactivating primary records

Records can be deactivated in RubiCRM by ticking the "Deactivated?" box within the "General" section as shown below.

 

Deactivated records are archived and are not fully deleted from your system. Deactivated records will no longer appear in searches or reports unless an advanced search is initiated.

If you wish to fully delete a record from your system, an email or support ticket from a designated Rubi System Admin will be required to fully delete the record from your database.

To view a video on "Deactivating a Record" click here.

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