[Insightly Classic] How to delete data

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

There are several ways to delete data in Insightly. Deleting items moves them to your Recycle Bin, where they can be restored or permanently deleted. We also have articles explaining how to delete groups of records:

Once records are moved to the Recycle Bin, you can permanently delete them to reduce your record counts.

Deleting individual records

  1. Open the record you would like to delete.
  2. Click the Actions menu.
  3. Select the Delete... option.
    screenshot-support.insight.ly-2019.03.06-14-14-52.png
  4. Read the warnings on the next page and click the Delete button to confirm.
    screenshot-support.insight.ly-2019.03.06-14-16-00.png

Deleting files

Files are either uploaded to Insightly directly or attached to emails that have been saved to Insightly. If you delete an email, its file attachments will also be deleted.

It's not possible to delete files in bulk, so here is how you find them and delete them one at a time:

  1. Go to the Home tab, click Activity Type, and select Files.
    screenshot-crm.na1.insightly.com-2018-04-10-15-52-26__1_.png
  2. Click the file title to access the record containing the file.
    screenshot-crm.na1.insightly.com-2018-04-10-15-56-14__1_.png
  3. Select Delete This File from the three dot menu.
    screenshot-crm.na1.insightly.com-2018-04-10-16-00-25__1_.png

There are several ways to delete data in Insightly. Deleting items moves them to your Recycle Bin, where they can be restored or permanently deleted. We also have articles explaining how to delete groups of records:

Once records are moved to the Recycle Bin, you can permanently delete them to reduce your record counts.

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