Deleting a client's data

A client may demand that their personal data be deleted. In Pitly it is an irreversible operation available to the company owner only — with a confirmation and a receipt.

Wiped for good

• name, phone, e-mail, comments and internal notes;
• every photo of the client's cars together with the files on disk;
• issued PDFs — work orders, invoices and acts (if you need them, issue them again beforehand and keep them outside Pitly);
• the chat conversation, recommendations, plates and VINs of the cars;
• access to the client account and e-mails still waiting in the queue.

What stays — without the person

• work orders, their totals and dates: bookkeeping must keep them;
• ratings — as anonymous reviews;
• the client card — an empty shell marked "Client removed": the company's orders and bookings refer to it.

How to do it

1. First check whether you must keep the data by law or because of a running warranty, and make a data copy if needed.
2. In the client card, "Personal data" block, press "Erase data".
3. Read the list, type the client's name into the confirmation field and press "Erase permanently".
4. A receipt appears: the date, the number of affected records and files, the receipt number. The same numbers are stored on the server — your proof that the request was fulfilled.

If the storage could not delete some files, the receipt says so; run the erasure again — repeating is safe.