Use the Bulk Delete tool to permanently delete multiple notes from Bloomerang CRM at the same time. You might do this as part of routine data cleanup and maintenance.
To bulk delete notes, you must be:
An Admin user, or
A Standard user with Data Tools permissions.
Warning: This tool permanently deletes notes. You cannot restore deleted notes.
Best Practices
The Bulk Delete tool can save you time, but use it with care.
Before you use the Bulk Delete tool, export and download your data. We recommend this step so you have a copy of the data for your records. Keep in mind that you cannot undo a bulk delete. For information about how to export your data, see Export Bloomerang CRM Data.
Tip: To help plan which notes to delete, create a new notes report. This optional step helps you refine which filters to use to generate the notes list. For extra help with filtering, chat or email our Support team. When you run the Bulk Delete tool, you can use the report to generate the list of notes to delete.
Bulk Delete a List of Notes
To bulk delete notes:
Click Data Tools.
Click Bulk Delete.
Click New Bulk Delete.
From the drop-down list, select Notes.
Click Select.
To specify which notes to delete, add Include filters, Exclude filters, or both. See Report Basics: Add Filters.
Tip: You can also use a saved report to generate the list of interactions to delete. See Use Filters from Another Report.Click OK. Notes matching your filter criteria appear.
To permanently delete the notes that appear in the list, click Delete. A confirmation message appears.
Click Delete. The Deleted Records page opens and shows the status of the bulk delete and the number of deleted notes.
Tip: You can leave this page while the bulk delete runs. You cannot run multiple bulk deletes at the same time.