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What happens to a contact's history when I delete them?

Deletion is permanent

Deleting a contact removes the record and all data attached to it. There is no trash folder, no soft delete, and no way to restore a deleted contact through the app.

What gets removed

When you delete a contact, the following are permanently deleted along with them:

  • All phone numbers and email addresses on the profile

  • All mailing addresses

  • All donations recorded against the contact

  • All pledges associated with the contact

  • All call and interaction history (notes, dispositions, call logs)

  • All SMS messages sent to or received from the contact

  • All tags applied to the contact

  • All custom field values

  • List memberships (the contact is removed from every list they were on)

  • Campaign enrollment records for email and SMS campaigns

  • Do-not-contact records

What is not removed

Stripe payment records tied to the contact's donations are kept for financial audit purposes. The link between those payment records and the now-deleted donations is cleared, but the payment records themselves remain.

If another contact had a pledge that was auto-fulfilled by a donation from the deleted contact, that pledge survives. Both the auto-fulfillment link and the fulfillment timestamp are cleared, so it will no longer show as fulfilled.

Effect on active calling sessions

If a calling session was positioned on the deleted contact within a static list, the session's position moves to the next contact in the list. If no next contact exists, it falls back to the previous one. If the deleted contact was the only person on the list, the calling session's position record is removed entirely.

Before you delete

Consider whether you need to preserve donation history or call logs for compliance or reporting. If so, export the relevant data before deleting. You can also use the "Do not contact" flag to suppress a contact from future outreach without removing their record.

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