Trash

Aggrandize doesn't permanently delete records the moment you click Delete. Instead, contacts, companies, deals, meetings, and notes are moved to a 180-day Trash holding area — visible only to Owners and Admins — where they can be restored with a single click. After 180 days they're purged for good.

Where to find it

Open Settings → Trash. The card is Owner and Admin only; members don't see Trash in Settings, and they can't see deleted records from anywhere else in the app.

Everything deleted lives in one table, newest deletions first. Search across the item itself, the record it belongs to, the type, or the name of the person who deleted it; narrow by type with the filter chips (each shows a count); and sort by clicking the Item or Deleted column headers. A Deleted by column shows who moved each item to Trash.

The relationships warning

The amber banner at the top of the Trash page is the one thing to internalize before you start restoring:

When a record is deleted, Aggrandize soft-deletes the base row but drops all its links. Companies a contact belonged to, deals it was attached to, the tasks tied to a deal — those associations are gone the moment Delete commits, and they don't come back when you restore.

A restored record arrives clean: name, email, address, and everything else stored on the record, but with no companies attached, no deals attached, no tasks attached. You re-attach those by opening the record and using the + Add affordance on each section just like you did the first time.

This is intentional. Restore is for "oops, I deleted the wrong record." It is not a rewind button for the org's relationship graph. If a contact was deleted three weeks ago and your team built new structure on top of that deletion, undoing the original delete won't tear that new structure down — but it also won't put back what was there. Plan accordingly.

What lives in Trash

Every row shows what the item is, the record it belongs to, who deleted it, when, and the days left before purge:

• Contacts — name, email, and the company they were associated with at delete-time (as a string snapshot — see above)
• Companies — name and domain
• Deals — name and dollar amount
• Meetings — title and when they took place
• Meeting series — restored as a unit with all their occurrences (they restore individually, not as part of a bulk selection)
• Notes — the first lines of the note plus the deal, contact, company, or meeting it was written on

Meetings are the exception to the links-dropped rule. A restored meeting comes back whole — its summaries, transcripts, notes, and links to contacts, companies, and deals are all intact, exactly as they were when it was deleted. Meetings are self-contained records, so restore genuinely is a rewind for them.

Editing a note never sends anything to Trash. Earlier versions are kept in the note's own History instead — see Notes & note history for restoring a previous version or removing sensitive content for good.

Notes restore to the record they were written on. One special case: if everything a note is attached to is itself in Trash (say the note's deal was deleted too), the row reads "Restore its anchor" instead of offering a Restore button — restore the deal (or meeting, contact, company) first, and the note becomes restorable.

Tasks don't have Trash coverage yet. A task attached to a deleted contact, company, or deal is removed alongside the record's links — restoring the record doesn't bring it back. If you need a snapshot before deleting, use Data Export first.

The 180-day clock

Every row carries a Days Left badge counting down from 180 to 0.

• Gray badge — more than 14 days remaining. Plenty of time.
• Red badge — 14 days or fewer remaining. The record will be auto-purged soon. Restore it now if you want to keep it.

There's no warning email when the clock hits zero. The hard-purge is silent and irreversible. The Trash page is the only place to spot it — so when a row turns red, treat it as a deadline.

Restoring a single record

Each row carries a Restore action at the far right. Click it once and the record reappears in the live CRM in seconds — back on the page where it lives (a restored note goes back to its deal, contact, company, or meeting), and immediately searchable by the AI assistant again.

Some things to know about a fresh restore:

• The record keeps its original ID. Anything that was referencing the record by its UUID (an export downloaded yesterday, an external integration row, a Stripe metadata field) is still valid.
• It loses every relationship link: linked contacts/companies/deals/tasks/email threads, classification tags applied after the deletion, and any AI-assistant memory of the deleted record's place in the graph.
• The record's classification fields survive — type, priority, status, team_id. Just not the cross-record links.
• The restore is logged in the activity timeline of the org for audit purposes.

Bulk restore

Tick the checkbox on any row to enter selection mode — you can mix types freely in one selection. Tick the header checkbox to select everything currently visible. A Restore selected bar appears above the table:

Click Restore selected and every checked row is restored in one batch. Selections survive searching and filtering — items you checked stay checked (and still restore) even while a filter hides them.

There's no bulk delete or bulk purge from this page. Trash is recovery-only.

Soft-delete elsewhere in the app

The soft-delete flow lives wherever records can be deleted:

• Contact / Company / Deal three-dot menu → Delete — moves the single record to Trash
• Note menu → Delete Note — a confirmation explains the note is moving to Trash, then it goes; this works the same on deal, contact, company, and meeting notes
• Bulk action bar → Delete — moves every selected record to Trash in one operation
• AI assistant → "delete this contact" / "delete that note" — same path; the assistant tells you the item is recoverable from Trash and cannot hard-delete it

In every case the destination is this Trash page. Nothing in the standard UI hard-deletes records bypassing Trash. The only way past Trash is the 180-day auto-purge.

What's not in Trash

A few categories don't end up here:

• Permanently deleted org data. When an Owner cancels and deletes the organization itself, that's a separate flow with its own legal-hold and 30-day grace period — see Cancellation. Trash only tracks individual records inside a still-active org.
• Email threads. Emails live in your mailbox provider; the CRM only mirrors them. Deleting an email in the CRM removes the link between an email and a deal, not the email itself — you don't see emails in Trash, and you don't recover them here.
• Pipeline stages and pipelines. Those have their own archive vs delete semantics on the Pipeline Settings page.
• Teams. Same pattern: see Editing, archiving, and deleting teams.
• Members. Removing a member from the org doesn't move them to Trash; that's an organizational action handled in Members.

Who can use Trash?

Trash is Owner and Admin only. There's no per-member toggle. If a member needs a record restored, an Admin restores it on their behalf. The member's CRM activity timeline will show the restored record reappearing whenever the Admin acts.

If you're not sure whether a record was deleted by mistake or removed on purpose, the 180-day window gives you plenty of time to find out before the decision becomes permanent. Use it.