How do I export or erase a customer's data under the GDPR?
In short
In HelloCRM everything held about a person downloads from their contact record in one click, and erasure is one action too. Erasure reaches the copies as well, and documents that must be kept by law keep the transaction but lose the person.
Updated:
What it covers
- Activities, emails, notes, invoices and shop orders.
- Appointments and waiting-list entries.
- Webhooks sent that carried the person's data.
What must be kept and for how long is set by law and by your privacy notice; this is not legal advice.
Where is the full guide?
This is the short answer. The longer guide walks through the steps, the pitfalls and the examples:
Questions
Can any colleague download a customer's data?
Only someone who may see that customer: a colleague limited to their own customers cannot download anyone else's.
Sources
This is general information, not legal or tax advice. The rules come from: Az (EU) 2016/679 rendelet (GDPR), EUR-Lex (checked )