Lists, tabs and deleted records

List pages help you find records by tab and search. Archiving a supported record moves it into Deleted, where you can restore it before its retention period ends.

Find a record

1. Open the relevant list, such as Menu › Products.
2. Select a tab such as All, Active, Inactive or Deleted. Available tabs depend on the list.
3. Search for the record and check any active branch or date filters.
4. Open the record to inspect its details before editing or deleting it.

Archive and recover

Choose the delete action on a supported list or record page to archive the record. To recover it, open Deleted, select the record and choose Restore. Selection actions and the deleted record's own action bar offer recovery where supported.

Tabs follow the module's rules, so a record may belong to a tab because of its type or workflow state. Changing its name does not move it between tabs.

Unposted inventory drafts have their own deletion workflow and may have no Deleted tab.

See Excel import/export and inventory workflows.