Summary
Review and amend a contact's record in line with GDPR laws in Accounting Start.
Resolution
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.
Before you start
Enter your business data retention period. From More, choose Business Settings, then Accounting Dates & VAT.
Review and amend the personal data of a customer
- Go to Contacts.
- Select the relevant contact.
- Open the Options tab. In the GDPR Personal Data section, select the Edit
button. - Review the following information. Amend as required:
- Last Transaction Date: The date of the last transaction your business processed for this contact
- Suggested Removal Date: This date is based on the business data retention period settings you entered in More, then Business Settings and Accounting Dates and VAT. If you haven’t entered any business data retention period settings yet, this date is hidden
- Extended Removal Date: If necessary, set an extended removal date for this contact. Note, this date only applies to this contact. It doesn’t reset the business data retention period settings entered in More, then Business Settings and Accounting Dates and VAT
- Reason for Extension: Type a reason for why this contact has an extended removal date. This field only appears if you enter a date in the Extended Removal Date box
- This contact has consented to be a permanent record: If you select this check box, you must type a reason for why the contact requires a permanent record in your software
- If you’ve made any changes, click Save. Alternatively, click Cancel to close this section.
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