Managing Recycle Bin

The Recycle Bin keeps the users, contacts, matters and tasks that were deleted. From here you can restore them or delete them for good.

Go to Settings and, in the Firm Administration group, click Recycle Bin.

  1. Restore brings the item back.
  2. The actions arrow.
  3. The Type of item, shown with an icon.
  4. The Name of the item.
  5. The Date it was deleted.
  6. Who deleted it (Deleted By).
  7. The filter button.

Restore or delete an item

  1. Click the actions arrow of the item.
  2. Restore brings it back with its information and relationships.
  3. Delete removes it for good. Confirm to delete it.

Note. Deleting an item from the Recycle Bin is permanent and can’t be undone. To get back a deleted task, restore it here: deleted tasks don’t appear in Tasks.


Filter the list

  1. Type of item: All, Contact, Matter, Task or User.
  2. Name.
  3. Date it was deleted.
  4. Deleted By.
  5. Clear resets the filters.

Note. To manage the Recycle Bin, a user needs the Manage Recycle Bin permission in their role. See Managing Groups, Roles and Job Titles.


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