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      Can Records Be Recovered After They Have Been Deleted?

      Learn how to locate and restore deleted records in your JobNimbus Account.

      Recovering Deleted Records

      If you find that a record such as a Job, Contact, or financial document has gone missing from your account, it is possible that it was deleted.

      • To recover a deleted record, click on the Insights tab at the top of your JobNimbus page, then select the Classic Reports option. 


      • Select Create Report and select Create Activity Report from the dropdown menu.



      • Select the Add Filter menu and choose System Activity from the dropdown menu.
         

      • Click on the Select Activity Type(s) field and choose [record type] Deleted from the options. You can select from Job Deleted, Contact Deleted, Task Deleted, Estimate Deleted, Invoice Deleted, WO (Work Order) Deleted, MO (Material Order) Deleted, or Document Deleted.
        • For this example, we are selecting Job Deleted to recover a Job record.

             activity report add filter job deleted

      • This will populate a list of applicable deleted records, along with the user who deleted it (found under the Created By column).
      • Once you locate the record, click on the record name (found under the Parent Workflow column) to view the record.

      • A red banner with a blue button will appear at the top of the record's page. To restore the record, select the blue Undelete button.

      • Once this is done, the record will be restored to your account. 

      What happens to associated files:

      • Photos, Documents, and financial documents (i.e. Estimates and Invoices) will reappear with the Job when it is undeleted.
        • These files will no longer be visible under a related/parent Contact's record.
      • Any associated tasks will no longer be related to the Job after it has been undeleted, but the task itself will still remain in the system. 
      • Related Contacts of the deleted Job will be removed as "Related" even after undeleting the Job. To correct this, you will need to manually relate the records.