Tasks & Cleansing

Deleting Candidate and Contact Actions

Learn how Super Users can delete or edit candidate/contact actions.

Contents

 


Overview

Super Users can manage actions such as Notes, Calls, Emails, and Meetings within candidate and contact records.

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Viewing Action History

When users complete an action; it appears in the Recent Activity section:

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💡Top Top: Hovering your cursor between the Record and Recent Activity sections will reveal an option to expand or collapse the Recent Activity!deleteActions_05


Deleting Actions

Authorised user types can delete actions with a red Bin icon (visible on hover):

  1. Hover over the action.
  2. Click the red Bin icon.
  3. Confirm deletion.

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⚠️ Note: You cannot recover deleted actions!


Editing Actions

Editable actions include Notes, Calls, and Meetings.

  • Hover to reveal the available options.
  • Click the blue Pencil icon or the text field to make changes.

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Permission Settings

Only Super Users can delete actions by default. To configure permissions:

  1. Go to Settings > User Management > User Permissions
  2. Adjust the following options:
    • Edit/Delete Own Actions: Allows users to manage their own actions.
    • Edit/Delete Users Actions: Allows users to manage actions created by others.

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