Trash is a safety net for deleted records. When you delete a company, a person, a deal, or a support ticket, it is not removed right away. Instead it is moved to Trash, where it stays recoverable for 30 days. This means a record deleted by accident is easy to bring back, and a record deleted on purpose still leaves a short grace period before it is gone for good. You reach Trash from Settings, underRecords, or by searching for “Trash” in the command palette.

When you delete a company, a person, a deal, or a ticket from its detail page, from the list, or in bulk, the record is soft deleted. Here is what that means:

The Trash page has one tab per record type. Switch between Companies, People, Deals, and Tickets to see what has been deleted in each. Every row shows:

If you are certain you no longer need a record, you can remove it immediately rather than wait for the countdown. Click Delete permanently on the row. Because this cannot be undone, a confirmation dialog asks you to type the word delete before it will proceed. Once you confirm, the record and its data are removed for good.

You do not have to empty Trash yourself. Any record left in Trash is permanently and automatically deleted 30 days after it was moved there. The Auto-deletes in N days countdown on each row tells you exactly how much time is left. Once the countdown reaches zero, the record is removed for good, the same as if you had used Delete permanently.

Two different permissions are involved. Seeing and opening Trash needs the view permission for at least one of companies, people, deals, or tickets, so the Trash screen appears exactly when it has something to show you. Restoring a record and deleting it permanentlyneed the delete permission for that record type, which in practice means admins and managers. So a sales rep can open Trash and see what was removed, but the restore and permanent-delete actions stay with the roles that can delete in the first place.

To protect your revenue history, a deal that is won, or that has a linked invoice or quote, cannot be deleted. Instead of deleting it, archive it. Archiving hides the deal from your active pipeline while keeping its records intact. Because these deals can never be deleted, they will never appear in Trash.

Deleting a ticket removes it from the service inbox, from every queue, and from the ticket counts, while its conversation, internal notes, attachments, and satisfaction responses stay intact in Trash. Restoring it puts the whole thread back and restarts its service-level clock, so a ticket deleted by mistake can be picked up again where it was left. Deleting a ticket permanently is different from the other record types in one way worth knowing: it also removes every message on the thread and every file attached to it, and those files cannot be recovered afterwards.

Erasing a person's personal data for privacy (a GDPR erasure) is separate from Trash, and it is permanent. If a person had their personal data erased and you later restore their record from Trash, the record comes back, but the erased personal fields stay blank. Restoring cannot bring erased personal data back, because that erasure is final by design.