Deleting a customer the right way

Why erasing customer data is more than a delete button and how Youzse does it properly.

2 min readUpdated

If a customer asks you to erase their data or you simply no longer need it, deleting them properly matters. A plain delete is not always the right answer, because some records have to be kept.

What proper erasure looks like

Youzse removes the personal details that identify someone, while keeping the things the law requires you to retain, such as financial records, in a form that no longer points to them.

How Youzse handles it

  1. 1Personal details such as name, email and phone are removed or replaced.
  2. 2Anything sensitive is rendered unreadable by destroying its key.
  3. 3Audit trails are kept but stripped of personal identifiers, so you can still show what happened.
Settings, then Activity Log. Who changed what and when.
Settings, then Activity Log. Who changed what and when.
  1. 4Invoices and payment records are kept for the period the law requires, with the personal details removed.
Finances, then Invoices & Quotes, then Invoices. What is owed, what is overdue and who to chase first.
Finances, then Invoices & Quotes, then Invoices. What is owed, what is overdue and who to chase first.
  1. 5A record of the deletion is produced, so you have proof it was done.

Why not just delete

You are required to keep certain financial records for several years for HMRC. Proper erasure honours the customer's request while keeping you compliant.

When in doubt

Use the erasure tools rather than deleting records by hand and reach out to the Youzse team if a case is tricky.

Settings, then Privacy & GDPR. The data processing agreement, the Article 30 register, retention and data requests.
Settings, then Privacy & GDPR. The data processing agreement, the Article 30 register, retention and data requests.

Common questions

Can I just delete the customer?

Not quite. Some records must be kept by law, particularly invoices for tax, so erasure is more careful than a delete button.

What gets removed?

Personal data that is no longer needed. Records with a legal retention obligation are kept to the minimum necessary.

Does deletion stop marketing?

Yes and suppression is immediate regardless of whether anything else is deleted.

Marketing, then Audiences, then Unsubscribes. People who have opted out, who will not be mailed again.
Marketing, then Audiences, then Unsubscribes. People who have opted out, who will not be mailed again.

Topics

GDPRErasure

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