SME Professional allows users to anonymise contacts within their system. This ensures that key details about that contact are hidden, helping to comply with GDPR.
Before a tenant, owner or contractor record can be anonymised, it must first be archived. For guidance on how to archive records, please select the relevant option below:
Once archived, users will then have the option to anonymise the record.
If any contact requests that their details be removed, please follow the steps below:
1. Tenants
Go to Tenants > View tenants
Expand the View dropdown and select Past tenant
Locate the required tenant
Within the Action column, expand the dropdown and select Anonymise record
A dialogue pop will open asking the user to confirm this action as it is irreversible - click on Yes to confirm or No to cancel the action
Their record will still remain on the system for reporting purposes but all sensitive data will be replaced (as shown below).
2. Potential tenants
Go to Correspondence > Potential tenant
Locate the required tenant enquiry
Within the Action column, expand the dropdown and select Anonymise record
A dialogue pop will open asking the user to confirm this action as it is irreversible - click on Yes to confirm or No to cancel the action
Their record will still remain on the system for reporting purposes but all sensitive data will be replaced (as shown below).
3. Buyers
Go to Sales properties > Potential buyer
Locate the buyer record in question
Within the Action column, expand the dropdown and select Anonymise record
A dialogue pop will open asking the user to confirm this action as it is irreversible - click on Yes to confirm or No to cancel the action
Their record will still remain on the system for reporting purposes but all sensitive data will be replaced (as shown below).
4. Owners/landlords
Go to Owners > View owners/landlords
Expand the View dropdown and select Past client
Locate the required owner/landlord
Within the Action column, expand the dropdown and select Anonymise record
A dialogue pop will open asking the user to confirm this action as it is irreversible - click on Yes to confirm or No to cancel the action
Their record will still remain on the system for reporting purposes but all sensitive data will be replaced (as shown below).
5. Potential landlords
Go to Correspondence > Potential landlord
Locate the required landlord enquiry
Within the Action column, expand the dropdown and select Anonymise record
A dialogue pop will open asking the user to confirm this action as it is irreversible - click on Yes to confirm or No to cancel the action
Their record will still remain on the system for reporting purposes but all sensitive data will be replaced (as shown below).
6. Contractors
Go to Contractors > View contractors
Click on Past contractors
Locate the required contractor record
Within the Action column, expand the dropdown and select Anonymise record
A dialogue pop will open asking the user to confirm this action as it is irreversible - click on Yes to confirm or No to cancel the action
Their record will still remain on the system for reporting purposes but all sensitive data will be replaced (as shown below).
