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You can delete most of your data without closing your account. This page covers what you can remove yourself and how each one works.

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What you can delete yourself

  • Contacts. Open the contact and delete it (a red Delete button at the bottom on mobile, a Delete button in the header on web). Deleting a contact also deletes their jobs, estimates, and invoices. Bulk contact delete is admin-only and refuses any contact with a paid invoice.
  • Jobs. Open the job and delete it, unless it came from an estimate or already has an invoice, in which case your option is Cancel job instead (the record is kept).
  • Estimates. Delete from the estimate’s menu.
  • Invoices. Delete from the invoice’s menu. A paid invoice warns you first.
  • Recurring services. On the web, Delete removes the plan and its items, or you can Cancel it. The mobile app can’t delete recurring services.
  • Notes. Notes are autosaved text. Clear the text to remove a note.
  • Service photos. Use Remove photo. This takes the photo off the service. The stored file itself is kept, on purpose, because estimates and invoices you already sent may still show it. Closing your whole account is what removes the stored files.
  • Conversations. On mobile, delete conversations by long-pressing to select them in the list. The web dashboard doesn’t delete conversations.
  • Call recordings. A daily job deletes recordings past the retention period you set under Settings then Calls, including recordings made before you changed that setting or turned recording off. There’s no per-recording delete button.
  • Team members. Under Team then Employees, open the person and delete them (owner/admin).
Deletion is immediate and can’t be undone. Because deleting a contact cascades to their jobs, estimates, and invoices, ShineCRM blocks deleting (or bulk-deleting) any contact tied to a paid invoice.

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What you can’t delete in the app

A few records aren’t removable from inside ShineCRM: your payment provider’s records, our billing, payment, consent, and audit records, and platform logs. Those are kept for tax, chargeback, and regulatory reasons. See Delete your account for what is retained and why. If you need one of these reviewed, email support@shinecx.com.

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Want to delete your whole account?

See Delete your account.