This guide explains how to manage and restore deleted company records in XenDirect. Company records are integral throughout XenDirect, as they populate select lists that reference company names. This article provides details about viewing deleted records and restoring them to the active company list.
Details
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Active Companies:
- Use this function to navigate back to the list of active company records.
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Restore Copy:
- Found under the More Actions menu of the deleted companies' Results List.
- Copies the deleted company back into the Active Companies records.
- If another active company has the same name, a unique numeric value is appended to the restored company name to ensure uniqueness.
- The appended name can be modified after restoration.
- Note: The Company Type field is required when restoring a copy.
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Restore Overwrite:
- Found under the More Actions menu of the deleted companies' Results List.
- Overwrites an active company record with the same name using all the field values of the deleted company record.
- The deleted company record remains unchanged.
- Caution: This action permanently overwrites the active company data and cannot be undone.
Conclusion:
This guide ensures you can manage and restore deleted company records efficiently while maintaining accurate and unique data across XenDirect. For further assistance, refer to related articles or contact support.