Why Trash Is Important in Textile Business

Textile sales teams often:

• Delete wrong leads accidentally
• Remove duplicate buyers
• Delete quotations mistakenly

Without Trash:

• Permanent data loss
• Reporting mismatch
• Revenue tracking issues

With Trash:

• Safe recovery
• Audit tracking
• Owner control

Example Scenario

Salesperson deletes a lead by mistake.

Owner checks Trash → restores lead.

Follow-up continues without data loss.

Recommended Practice

• Only Admin should permanently delete
• Sales team should restore instead of re-creating
• Review Trash weekly
• Monitor frequent deletions

Common Mistakes

• Permanently deleting without checking
• Not restoring before 60 days
• Ignoring branch filter
• Allowing delete permission to everyone

How Trash Impacts Reports

Deleted records:

• Do not appear in active reports
• Appear in Trash until 60 days
• After permanent deletion → fully removed

Security Recommendation

For enterprise textile clients:

• Restrict Delete permission
• Enable only Restore for managers
• Permanent delete only by Admin

Trash – Navigation

Navigation Path:
Sales Module → Settings →  Trash

You will see this message:

Your record will be permanently deleted in 60 days.

This means:

• Deleted records are not removed immediately
• They stay in Trash for 60 days before permanent deletion

Available Trash Tabs (Deleted Records by Module)

Inside Trash, you can view deleted records for:

• Lead
• Deal
• Quotation
• Call
• Meeting
• Visit
• Person
• Organization
• File
• Folder
• Mail Activity

Each tab shows deleted records of that module.

What Information Is Visible

Example: Lead tab columns

• Lead Name — Name of deleted lead
• Deleted By — User who deleted
• Deleted At — Date and time
• Action — Restore or Delete

This ensures full audit transparency.

Restore Record

4.1 To Restore

Click:
3 dots

Select:
Restore

The record will:

• Move back to the original module
• Retain original data
• Retain activity history

Permanent Delete

If you select:
🗑 Delete

The record will be:

• Permanently removed
• Not recoverable
• Fully erased from the system

Otherwise, the system auto-deletes the record after 60 days.

Branch Filter

You can filter trash records by branch.

Branch dropdown shows:

• Pandesara
• Nanpura
• Vesu

This helps in:

• Branch-wise data control
• Multi-location management

Introduction to Trash Management

1.1 Trash Management

The Trash module ensures:

• Safe deletion
• Data recovery option
• Audit visibility
• 60-day safety buffer

This directly affects:

• Protection from accidental deletions
• Owner level control on data removal
• Clean and accurate audit trail
• Reporting reliability