Remove interactions from a case or recycle bin

You can remove one or more interactions from a case or a recycle bin. Interaction removal affects only the presence of the interactions in the currently selected case or recycle bin. Interactions residing in multiple cases and recycle bins are unchanged.

Each case and recycle bin displays up to 2,000 interactions at a time. If a case or recycle bin contains more than 2,000 interactions, the remaining interactions display (up to 2,000) after completing the removal.

Before you begin 

Access a case or recycle bin that contains at least one interaction.

Procedure 

  1. Select one or more interactions in the list.

  2. From the toolbar above the list, click remove Remove icon.

    • Interactions removed from a case under legal hold are eligible for deletion based on the standard retention settings for interactions as defined on the archive drive as well as the days until deletion settings for any associated recycle bins. If an interaction is not archived and is not in a recycle bin, the database retention of six months applies.

    • If you remove interactions from a recycle bin and the interaction resides in another recycle bin, the system can still delete the interaction.

  3. To complete the removal, click Remove.

    • All selected interactions are removed from the case or recycle bin.

    • If the case or recycle bin contains more than 2,000 interactions, additional interactions (up to 2,000) display.

Creating and managing cases

Legal hold cases