Delete Records in Bulk

Rhythm allows you to delete records in bulk - with one caveat.

When an action is taken with a record in Rhythm - a membership is bought, an event has a process created, or a contact buys a merchandise item - a database relationship is created. These relationships help us to ensure the integrity of your data. With the Bulk Delete feature, you can delete certain things as long as those items do not have relationships.

We’ll use the CRM as our point of reference for this article.

DELETE VIA THE SEARCH FUNCTION

1. Navigate to the CRM app.
2. In the left toolbar, select Contacts or Organizations.
3. Enter your search criteria for the records you want to delete.
4. On the search results page, click the Bulk Changes button on the right.
5. Using the checkbox next to each record, you can select specific records to include in the update. To select all of the returned records, click the checkbox in the header.
6. Once you have selected the necessary records, the Bulk Changes button will change to prompt you to change the selected records. Click it and select Mass Delete.
7. On the Preview and Confirm the Results page, download the preview of the proposed mass deletion. Any time you perform a mass delete, we ask you to inspect the preview to ensure you're achieving the desired results.
8. Once you have reviewed the changes, select the checkbox to proceed. 
9. Optionally, you can choose to receive an email with the results of your changes. Please note this information is also provided after the updates have been made.
10. Click the Delete Records button. 
11. Once the operation is complete, you will see which updates were successful as well as any possible errors.
    

    Helpful hint: If you receive errors, please download the results. If there is an error that you are unable to resolve, this information will help our support team best assist you!

12. Click the Done button to navigate back to the CRM.

DELETE VIA QUERIES

1. Navigate to the CRM app.
2. In the left toolbar, select Queries. 
3. Click the New Query button on the right. 
4. Create the type of query you would like. Its output should be the records you want to update. Check out this knowledge base article to learn more about designing and executing queries.
5. Once you have selected your option, click Continue.
6. On the query designer page, click Edit Criteria and a window will appear.
7. In the criteria window, select the fields that you want as part of your filter.
8. Add any output fields you may need.
9. Click the Run button then click the Bulk Changes button.
10. Using the checkbox next to each record, you can select specific records to include in the update. To select all of the returned records, click the checkbox in the header.
11. Once you have selected the necessary records, the Bulk Changes button will change to prompt you to change the selected records. Click it and select Mass Delete.
12. On the Preview and Confirm the Results page, download the preview of the proposed mass deletion. Any time you perform a mass delete, we ask you to inspect the preview to ensure you're achieving the desired results.
13. Once you have reviewed the changes, select the checkbox to proceed.
14. Optionally, you can choose to receive an email with the results of your changes. Please note this information is also provided after the updates have been made.
15. Click the Delete Records button.
16. Once the operation is complete, you will see which updates were successful as well as any possible errors.

    Helpful hint: If you receive errors, please download the results. If there is an error that you are unable to resolve, this information will help our support team best assist you!

17. Click the Done button to navigate back to the CRM.

Note: If you are unable to delete certain records in Rhythm, the results spreadsheet will indicate why. If you want to delete something and are unsure how to remove the database relationships or the relationships seem to be incorrect, please contact support and we will be happy to assist.