There are various reasons why data may need to be anonymised or deleted. CallConfirmLive! includes a Right to Be Forgotten feature, which removes personally identifiable information while retaining visit data for purposes such as billing and auditing.
Right to Be Forgotten process
Open the Clients screen.
Search for the client record that requires anonymisation.
Click Find Now, then double-click the client record to open it.
On the Basic Details tab, select the Right to Be Forgotten checkbox.
đ Note: Once the linked contract in CallConfirmLive! has ceased, the client's personal data will be removed or anonymised.
Incorrectly imported data
If data has been imported incorrectly, a contract is ending, or another requirement arises to delete or anonymise data, raise a new case online and reference the title of this article. Include details of the data that requires anonymisation or removal and the reason for the request.