# Managing Records, Activity Logs & Trash
## **CRM Record Limit**
#### **What is CRM Record Limit?**
CRM Record Limit defines the **maximum number of records** that can be stored in your CRM based on your subscription plan.
The limit includes **all records across all CRM modules** (Leads, Contacts, Deals, etc.).
#### **How CRM Record Limit Works**
* Every record created in any CRM module is **counted towards the total limit**
* The total number of records allowed **varies based on the plan**
* Once the limit is reached:
* New records cannot be created
* Existing records must be deleted or the plan must be upgraded
#### **How to Check CRM Record Usage**
* Go to **All Menu**
* Navigate to **Billing**
* Click on **Usage Stats**
* Check **CRM Module Records**
{% hint style="success" %}
This shows the **total number of records used across all CRM modules**
{% endhint %}
#### **How to Manage Record Limit**
* Monitor usage regularly
* Delete unnecessary or duplicate records
* Clear records from Trash to free space
* Upgrade plan if required
## **How to Delete CRM Records**
#### **Delete Multiple Records**
* Go to the **Picky Assist Dashboard**
* From the **left-side menu**, click on the **CRM Modules icon**
* Select the required module (Leads / Deals / etc.)
* Use the **checkbox on the left side** to select records
* After selecting, options will appear at the top:
* Select All,Mass Export,Delete etc..
* Click on **Delete**
#### **Delete Single Record**
* Go to the CRM module
* Click on the **update record icon(pen icon)** of a record
* A panel will open on the right side with record details
* Click on the **Delete icon (top right)**
* Confirm deletion
{% hint style="warning" %}
Permanently deleted records:\
Will **not appear in Recycle Bin**\
**Cannot be recovered**\
Will **instantly reduce CRM record count**
{% endhint %}
#### **Permanent Delete Option (Important)**
* While deleting a record, a **popup will appear**
* In the popup, there is a checkbox:\
**“Delete records Permanently”**
* If checkbox is:
* **Unchecked** → Record moves to **Recycle Bin (Trash)**
* **Checked** → Record is **permanently deleted immediately**
{% hint style="warning" %}
Permanently deleted records:\
Will **not appear in Recycle Bin**\
**Cannot be recovered**\
Will **instantly reduce CRM record count**
{% endhint %}
## **Activity Log**
#### **What is Activity Log?**
Activity Log tracks all actions performed on a record, including:
* Record creation
* Updates
* Deletion
* Permanent deletion
* Mass updates
* Other user activities
#### **How to View Activity Log**
* Go to the **Picky Assist Dashboard**
* From the **left-side menu**, click on the **CRM Modules icon**
* Select [**Activity Log**](https://app.pickyassist.com/module/records/63aa81a134b8957389494b02) from the modules
* You will be able to view all activities such as **update, delete, mass actions, and other actions associated with records**
#### **How to Delete Activity Logs**
* Use the **checkbox on the left side** of each record to select it
* Once selected, options will appear at the top (Select All, etc.)
* Click on **Delete**
* A popup will appear → click on **Yes** to confirm
{% hint style="warning" %}
If you want to delete the record permanently:\
Enable the checkbox **“Delete records Permanently”** in the popup\
This will remove the record completely and it will not appear in the Recycle Bin
{% endhint %}
## **Trash / Recycle Bin**
#### **What is Trash?**
Trash (Recycle Bin) stores deleted records temporarily before permanent removal.You can also **restore the records if required** before they are permanently deleted.
#### **How to Access Recycle Bin**
* Open any **CRM** module
* Click on the **Settings icon (top right corner)** you will see options like **Manage Columns, Extend Text, and Recycle Bin**
* Select **Recycle Bin**
* You will see the records that were **temporarily deleted** and moved to the Recycle Bin
{% hint style="info" %}
Trash is available **module-wise**\
**Contacts module does NOT have Trash**\
Records deleted from Contacts are **permanently deleted directly**
{% endhint %}
### **Delete Records from Trash (Permanent Delete)**
* Go to the **Recycle Bin** inside the module
* Use the **checkbox on the left side** to select records
* After selecting, options will appear at the top (Restore, Delete, etc.)
* Click on the **Delete icon** to permanently delete the records
* Click on the **restore icon** to restore the deleted record.
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