Customer Directory: Redacting a Record

Prerequisites:

• The Custom Directory is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
• Interested in using the Customer Directory with products (Inventory > Products)? Your account must be a member of our Early Access Program. 

Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program.

Redacting a Customer Record

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In order to comply with GDPR rules and regulations, you have the ability to redact all customer information, should you receive such a request. After archiving a customer, a new button appears in the left sidebar labeled Redact Personal Info.

 

CUSTOMER INFORMATION REDACTION CANNOT BE UNDONE.

 

 

 

 

Clicking this button presents you with a list of all the information that can be redacted for that customer.

At the top is a list of the customer's bookings and below that, a list of booking form fields and transaction information.

All system fields are deleted and you do not have any control over that. Custom fields can be unchecked and are be included in the purge.

Any waivers and documents attached to the customer are also voided and no longer accessible, although there is an option to turn off that feature in the waivers settings page. You can reach that page easily by clicking on the document voiding link shown in the screenshot above.

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