Delete a customer's data on request

Your customers can ask you to delete their personal data, or to send them a copy. You decide about your customers' data, so these requests come to you. If a customer contacts CaterWay instead, we forward the request to you without undue delay and tell the customer we did. Only the account owner can delete a customer's data, because it cannot be undone.

Delete the data

Open the customer under Customers and press Delete customer data. Before anything is deleted, the window shows what will go and what will stay.

Deleted:

• Contact details, notes and labels on the customer card
• From every quote and order: diets, allergies, guest names, answers to your questions, uploaded files and your internal notes.
• Quotes that never became orders lose everything else too: messages, contact details and extra details. The name becomes "Poistettu asiakas".
• Name and details on their events. The events leave your calendar.
• Quotes sent from the same email address are found too, even if they were never linked to the customer card.

Kept, and why:

• Orders the customer accepted stay, moved out of your lists and search: the order itself, the contact details of the sale and messages about the order. The Accounting Act (kirjanpitolaki) treats them as business correspondence and requires keeping them for 6 years from the end of the year of the event.
• Invoices and payment requests stay exactly as you issued them, also for 6 years.
• Proof of acceptance for orders the customer accepted stays for 3 years after the event, the period in which either of you can still make a claim.
• Totals, dates and products stay for your reports, with no name attached.

Type the customer's name to confirm, then press Delete data.

Afterwards, tell the customer what you deleted, what you kept and why.

Give the customer a copy

Press Download all customer data on the customer page. The readable page is the one to send to a customer; your browser can save it as a PDF. The JSON file suits moving the data to another service. Download the copy before you delete, if the customer asked for both.