GDPR

• GDPR anonymisation allows the removal of personalised information against Contact accounts.

• Contact accounts can be Customers, Suppliers, Staff, Resources, Lead or Payment Recipient.

• This is required to comply with the General Data Protection Regulation (GDPR) that was introduced as part of the Data Protection Act 2018.

GDPR Anonymisation

The option to run GDPR Anonymisation can be run from within the Contact accounts -

Customers -

Suppliers -

Resources -

Payment Recipient -

Note

Before running the GDPR Anonymisation ensure that there are no active transactions against the contact record. Examples of which would be outstanding invoices and open orders. If active transactions do exist for the contact record an error message will be shown and the GDPR Anonymisation will not be performed.

GDPR Anonymisation process

1. Select GDPR option - as shown above.

• This will display the GDPR Anonymisation popup listing the options available for anonymisation.

2. Enter the Reason for running the anonymisation and who it was Requested by.

Note

The Reason and Requested by fields are mandatory fields and so cannot be left blank

3. Tick the options for the data to be Anonymised and Deleted

Note

The Lock options cannot be unticked as the contact record will be automatically locked as part of the anonymisation process as it is assumed the record will not be used going forward. These can be unlocked following the GDPR Anonymisation by a user with the appropriate rights if required.

4. Select the Submit button.

• This will run the anonymisation process and anonymise and delete data based on the options selected.

Before:

After:

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Updated November 2024