| GDPR - Manage your business data retention period |
Description | Your retention period is the length of time you store customer and supplier data (or records) for business or compliance purposes. When the retention period ends, you must remove the data. This reduces the risk of keeping unnecessary, inaccurate, or out-of-date information. The General Data Protection Regulation (GDPR) doesn’t set out any specific minimum or maximum periods for keeping customer and supplier data. Instead, it says you must keep data no longer than is necessary for the purpose you obtained it for. |
Resolution | Enter your business data retention period settings- From Settings, select Business Settings, then Accounting Dates & VAT.
- Under Business Data Retention Period, complete the following information:
End of Tax Year | Select the relevant month that your current tax year ends on. | Retention Period | Select the number of years you want to retain customer and supplier personal data for. | Reason | Enter any notes applicable to your retention period. For example, Required for VAT records. |
- Select Save.
- To show (or hide) your retention settings history, select Show History.
TIP: Within the Options tab of a customer or supplier record, you can view and edit the GDPR settings for the specific individual. Read more on managing personal data for GDPR for contact records. NOTE: We will never automatically remove a contact’s data. Once the retention period ends, you must manually remove your contacts’ personal data. Read more about GDPR in UK. [BCB:299:UKI - Personal content block - Dane:ECB][BCB:300:UKI - Search override - Start UK:ECB] [BCB:276:UKI - hide back button:ECB]
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