Anonymize customer data

In accordance with the General Data Protection Regulation, it is possible to perform anonymization of customer data. Anonymization refers to the process of removing direct and indirect personal identifiers that may be used to lead to identification of an individual being. This process can be performed when the business relationship with some customers is concluded, and they should no longer be referenced in the documents created in the system.

To do anonymize customer data, follow the provided steps.

  1. Click the Lightbulb button, enter User Setup and choose the related link.
    The list of users you can set up is displayed.
  2. Tick the Anonymize Customers checkbox to enable the functionality of anonymizing customers in the system.
  3. Click the Lightbulb button, enter Customers and choose the related link.
    The list of customers in the current environment is displayed.
  4. Open the Customer Card of the customer whose data you wish to anonymize.
  5. Click the Actions button in the ribbon, and then Customer Anonymization in the dropdown that displays.
    If the Anonymize Customers checkbox isn’t enabled in User Setup, or if open documents/entries still exist for this customer, the anonymization will not occur.
  6. Click Yes in the popup window that is displayed.
    A confirmation message is displayed and the customer’s data is now anonymized, and their data removed.
    When the customer is anonymized, all their data is removed.

See also