A customer wants their data deleted (GDPR). What do I do?
Open the customer and choose erase data. Personal data is removed. Set retention periods in Settings → Data protection / GDPR so old data is deleted automatically.
How to do it
- Open the customer in Customers.
- Choose erase data and confirm.
- Personal data is removed; anonymous revenue records stay.
Tips and common mistakes
- Set retention periods in Settings → Data protection / GDPR; data is then deleted automatically.
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