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    • Opportunities
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    • What is Daylite Mail Assistant?
    • Turning on the Daylite Mail Assistant Extension
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  • Segmentation
    • How to Segment your Data
  • Linking, Roles and Relationships
    • Why is Linking Important?
  • Search
    • Using Daylite Search
  • Trash
    • What's in the Trash?
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  • Managing Your Deleted Items
  • The Trash Manager
  • Delete Permanently:
  • Restore:
  • Search:
  • Sorting:
  • Different Object icons:
  • Other User's Trash
  • Refresh
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  1. Trash

What's in the Trash?

PreviousUsing Daylite Search

Last updated 11 months ago

In the world we live in today, “paper trails” and “copies of” are incredibly important, but even in the best of scenarios, sometimes things get moved to the Trash when they really shouldn’t be. Maybe you or a member of your team were doing a bit of cleaning, and accidentally deleted what you thought was a duplicate file, but it turned out to be the original.

Is it gone forever?

The answer is no.

Trash in Daylite work the same way as macOS Trash.

Items that are added to the Trash will stay there until deleted.

Managing Your Deleted Items

It can be quite common for users to delete items by accident, especially if you accidentally press the backspace button.

The good news is that if an item has been deleted in Daylite it doesn’t get permanently erased. It actually goes into Daylite's Trash, not into macOS Trash. The Trash feature in Daylite does not have a time limit.

As with many apps and programs, the Trash serves as a temporary storage area for deleted items until they are permanently removed. If you accidentally delete something or realize that you still need it, you can easily restore it from the Trash.

It is possible to access the Trash by selecting Menu > Window > Trash.

The Trash Manager

You can access the Trash Manager by selecting Window > Trash from the Daylite Toolbar.

You can sort your Trash Manager by three different columns:

  • Item Name

  • Deleted By - this is the user that deleted the item.

  • Deletion Date

There are also a number of things you can do from this window.

Delete Permanently:

Items in Trash accumulate because they are not deleted automatically. If you want to permanently delete an item right away click this button.

It is a good idea to sort by delete date and display the oldest first.

You may also consider permanently deleting items in the Trash every six months to once a year.

This helps keep the size of the Trash to a manageable level, but also avoids losing something that might have accidentally been moved to the Trash.

Pro Tip:

If you have a routine Daylite Maintenance program in place this is an excellent thing to add to it.

Restore:

Select single or multiple records and then select the Restore button,. This will put the object back into Daylite and it will also preserve all previous links to different objects.

Search:

Use the Search bar to find or filter specific items in the list.

Sorting:

Items are automatically sorted by deletion date, with the latest deleted items at the top. Click on the column headers to also sort by User or Name of the Object.

Different Object icons:

Every Object has a different icon. You can search by Object, Person, Company, Email, Task, Meeting, Form, Group, Opportunity, Project, and Notes, and each one has a different icon that is easily recognizable.

Other User's Trash

If you are an Admin or Super-user in Daylite, this option will be available. This means that you can restore or permanently delete the items that have been added to the Trash by other users. This feature is not available to normal users.

Refresh

If other items have been added to the Trash whilst this window is open then they will appear with the refresh button.