Mass deleting communications

To improve system performance, you can reduce the size of the Sage CRM database by mass deleting the communication records users no longer need.

When you do so, Sage CRM performs a hard delete on the communication records. This means the records get permanently deleted from the Sage CRM database and the only way to recover them is to restore the database from a backup.

  1. Back up the Sage CRM database.

    This is required in case you want to restore the communication records you are about to delete.

  2. Log on to Sage CRM under a system administrator account.

  3. Go to My profile icon | Administration | Data Management | Hard Delete Communications.

  4. In Delete all communication records last updated before, select a date.

  5. Set the following options to Yes:

    • I have backed up the Sage CRM database.

    • I understand that the deletion is permanent.

  6. Select Delete.

  7. When prompted, confirm that you want to permanently delete the communication records.

If Sage CRM encounters an error while mass deleting communications, it rolls back the changes already made and leaves your system intact.