Something was deleted in your accounting system

We do not delete your records

When a customer, supplier, contact or product is deleted in your accounting system, DealJourney keeps its own copy. Nothing is removed automatically, and that is deliberate.

A deletion in the accounting system can mean several different things. It can be a mistake, two records being merged, or someone tidying up entries that were never really used. Your DealJourney record usually carries far more than the accounting system ever had: notes, activities, emails, deals and years of history. None of that would come back.

So instead of acting on it, we tell you about it.

How you find out

A notice appears at the top of the list the record belongs to, in the same place you see the one about possible duplicates. It says how many records have been removed from your accounting system, and you can open it to see which ones.

It is a notice rather than a mark on the row itself on purpose. If you have several thousand customers, a highlighted row is the one thing you would never scroll far enough to find.

What you can do about each one

Open the notice and you get a list, newest first, with the name of each record and when we noticed it went. Each one links straight to the record so you can look at what is attached to it before you decide anything.

Then choose Behold. That clears the notice and leaves your record exactly as it is.

There is no button here that deletes anything. If you look at a record and decide you genuinely do not want it any more, delete it from its own page, where the normal confirmation and permissions apply. That is a deliberate choice: removing a customer and everything attached to it should never be a single click inside a notification.

If you dismiss the notice

Dismissing hides it for the rest of your session. The records themselves are untouched and the notice comes back next time you sign in, until each one has been reviewed.

What this does not cover

Invoices and orders are not part of this. They follow the rules described in How the accounting sync behaves, where a cancelled or credited invoice is reflected as a status rather than a removal.