Manage personal data for GDPR for contact records
Description
  • Review and amend personal data in line with GDPR laws, within a contact's record
  • Remove personal data from a contact's record

Each customer and supplier record includes a section called GDPR Personal Data. You can use the settings in this section to manage GDPR on an individual basis. For example, you may need to extend the retention period for some contacts due to a dispute.

Cause
Resolution

Before you start

Enter your business data retention period. From Settings, choose Business Settings, then Accounting Dates & VAT.  Read our GDPR article for help entering your business data retention period see >


 

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Steps to duplicate
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