Data Retention in Zoho FSM

Zoho FSM's data retention policy defines the storage duration for various types of data, detailing how long they are retained after deletion.

Particulars of Data	Deletion Scenario	Retention Period	In BackUp server
Zoho FSM Account	On customer request	0 days	3 months
	User deletes from UI	30 days	3 months
	User closes Zoho account	30 days	3 months
Zoho FSM Inactive Account	Cleanup after 120 days of inactivity	30 days	3 months
Module records*	Deleted from UI	60 days	3 months
Files/Attachments	Deleted from UI	60 days	3 months
Holidays	Deleted from UI	0 days	3 months
Audit logs	Cleanup scheduler	60 days	3 months
Sync Logs	Cleanup scheduler	60 days	3 months
Record templates	Deleted from UI	0 days	3 months
Email templates	Deleted from UI	0 days	3 months
WhatsApp templates	Deleted from UI	0 days	3 months
PDF templates	Deleted from UI	0 days	3 months
Webforms	Deleted from UI	0 days	3 months
Email notifications	Deleted from UI	0 days	3 months
WhatsApp notifications	Deleted from UI	0 days	3 months
Field updates	Deleted from UI	0 days	3 months
Webhooks	Deleted from UI	0 days	3 months
Deluge functions	Deleted from UI	0 days	3 months
Standalone functions	Deleted from UI	0 days	3 months
Sender Email	Deleted from UI	0 days	3 months
Custom fields	Deleted from UI	0 days	3 months
Custom Views	Deleted from UI	0 days	3 months

* Includes Contacts, Companies, Assets, Requests, Estimates, Work Orders, Service Appointments, Service Reports,

Scheduled Maintenances, Payments, Service And Parts, Crew, Equipments, Trips, Time Off, Territories, Skills

Data Restoration

If you need to recover deleted data, please reach out to our support team at support@zohofsm.com. We can restore the data if the request is made within the specified retention period.

Inactive User Policy

As per our Inactive User Account policy, we reserve the right to terminate unpaid user accounts that are inactive for a continuous period of 120 days. In the event of such termination, all data associated with such user account will be deleted. We will provide you with prior notice of such termination and an option to back up your data. In the case of accounts with more than one user, if at least one of the users is active, the account will not be considered inactive.

Data sent to Integrated Services

Data sent to the integrated service cannot be deleted. Once transmitted to another service, we lose all control over it. Only the integration details retained on our side can be deleted.

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