Deleting Notes

⚠️ Note deletion is permanent and cannot be undone.

How to Delete #

1. Go to PloverCRM > Contacts and select a contact
2. In the Notes section, click Delete next to the note
3. Confirm deletion

Permissions #

Deletion requires:

• CRM role with delete permission
• Contact access based on ownership/scope
• Super Admin can always delete

See Note Permissions for details.

Before You Delete #

Consider alternatives:

• Edit the note to correct errors
• Add a correction note instead
• Export data if you need a record

Common scenarios:

• Duplicate: Keep the complete version
• Wrong contact: Copy content, delete, add to correct contact
• Sensitive data: Delete immediately, create new note without sensitive info

Data Recovery #

Notes cannot be restored through the UI. Recovery options:

• Restore from database backup (may lose recent changes)
• Use backup plugin (UpdraftPlus, BackupBuddy)
• Contact hosting support

Prevention Tips #

• Read confirmation messages carefully
• Limit delete permissions to trusted users
• Maintain daily automated backups

Troubleshooting #

Can’t delete: Check permissions and contact access Deletion fails: Check browser console, refresh page, try different browser Note reappears: Clear WordPress and browser cache

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Last updated: February 3, 2026