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Demo Data Deletion

Users can remove or erase data that are used for demonstration and testing purposes in the Agentcis system. Users are provided with an option to load or skip demo data in their Agentcis system during the first-time sign-in process. This feature will help users get familiar with the system while also allowing them to start with a clean state if they prefer not to use demo data. Only the ‘Owner’ account will have access to load or not load the demo data in the system.

To avoid any confusion

We highly suggest you delete or edit the demo data manually before adding any original data to avoid confusion.

List of modules and number of Demo data in Agentcis.

Can Edit only

  • Workflow- 5

  • Notification- 6

Can Delete and Edit

  • Enquiries- 2

  • Partner- 9

  • Product- 40

  • Clients and Applications- 12

  • Active Quotation- 2 quotations in the name of the same client

  • Task- 2

Document- 1 PDF in each client

If you have selected 'Load Data' but now you wish to remove the data from the system, you can delete the demo data from the system,

Please Note: Only the owner has the access to delete the demo data.

Step 1:Go to the settings from the top-info bar.

Step 2: Scroll down until you locate the “Data Management” module, and click on “Data Management”.

Step 3: Once you have viewed the Data Management page, click on “Delete Demo Data” to delete the data.

A pop-up opens up for confirmation to delete the demo data from the system. Click on “I agree, delete the demo data permanently from the system.” And then on “Confirm” to proceed with the deletion.

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