You can delete most of your data without closing your account. This page covers what you can remove yourself and how each one works.
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.
- Conversations. On mobile, delete conversations by long-pressing to select them in the list. The web dashboard doesn’t delete conversations.
- Call recordings. Recordings delete themselves automatically based on the retention period you set under Settings then Calls. 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.
What you can’t delete in the app
A few records aren’t removable from inside ShineCRM, mainly payment-processor records and platform logs. If you need one of these reviewed, email seanvangessel@gmail.com.
Want to delete your whole account?
See Delete your account. 