You can delete most of your data from ShineCRM without closing your account or organization. This page covers what you can delete yourself and how to contact us for everything else.Documentation Index
Fetch the complete documentation index at: https://docs.shinecx.com/llms.txt
Use this file to discover all available pages before exploring further.
What you can delete yourself
The ShineCRM app and web dashboard let you delete the following directly. Each record’s delete option lives on its own detail screen.- Contacts — open the contact, tap the menu, choose Delete contact
- Jobs — open the job, tap the menu, choose Delete job
- Estimates — open the estimate, tap the menu, choose Delete estimate
- Invoices — open the invoice, tap the menu, choose Delete invoice
- Service plans — open the plan, tap the menu, choose Delete plan
- Notes and attachments — long-press the note or attachment, choose Delete
- SMS conversations — open the conversation, tap the menu, choose Delete conversation
- Call recordings and voicemails — open the call entry, tap the menu, choose Delete recording
- Team members — Settings, then Team, then remove the team member
What you cannot delete from inside the app
A few categories of data require us to delete them on your behalf, either for legal reasons or because there is no in-app control:- Financial transaction records (kept up to 7 years for tax and accounting compliance)
- Audit and security logs (kept up to 90 days)
- Aggregate, anonymized usage data (no link to your identity)
Request deletion by email
If you would prefer us to delete data on your behalf, email support@shinecx.com from the address on file with your account. Include:- The business name and email on the account
- A description of the data you want deleted (specific records, a date range, a data category, etc.)