This article was translated automatically and will be revised later
With the installation of the iOSXpert PluginCenter we provide you with two new functions free of charge, which support you in your information and deletion obligations according to the new GDPR.
To use these functions, you must be logged into your Daylite system as a superuser. Here you will find a help article that explains how to register as a superuser.
Right to erasure
With the function Delete GDPR compliant you can delete a data set with all its linked objects with a few clicks, or unlink the dataset with other objects.
Please note that your obligation to delete may also conflict with corporate retention obligations.
For example, if you have information used to create invoices stored in Daylite objects, you may not delete them and remain GDPR compatible.
If you tick a personal data record within the function dialog for deletion, our deletion function supports you by ticking all data records that are exclusively linked to this person. You can then deselect individual objects.
It is essential that you set the deletion indicator within the deletion dialog carefully.
Here are some examples of data that you do not have to delete or are not allowed to remove:
- billing-relevant information
- records containing textual details on several persons
- Information that you need to document services performed
If you are unsure which data you may delete and which you must keep, we recommend that you consult a privacy policy expert.
If you delete records by bypassing the trash, they are irrevocably deleted.
If you move the data to the recycle bin, it must be emptied to delete the data records permanently.
For example, if you delete a contact, it disappears from all links it had with other objects, such as appointments, tasks, or notes.
So you don't always have to delete all records associated with a contact. If there is no personal information in a linked appointment or task, it can remain in your system.
If you need help with the technical implementation of the deletion process, we will be happy to assist you within the framework of a support appointment.
To delete data records in accordance with GDPR, proceed as follows:
Attention:
Permanently deleted objects cannot be restored.
- Go to the menu Plugins -> Delete Data Record GDPR-compliant...
- In the following dialog, enter the password for superuser access.
- In the following window, check the records you want to delete.
- Data records that are checked are deleted.
- For records, such as notes and e-mails that are unchecked, the link is removed.
- Confirm the deletion process by checking the checkbox I have read and understood the HelpCenter article for this feature
- Click on Next
- In the following dialog box, select whether you want to use the
- Move objects to the trash or use
- Permanently delete objects (GDPR-compliant)
- Confirm the deletion process by choosing Continue.
If you need help with the technical implementation of the deletion process, we will be happy to assist you within the framework of a support appointment.
Related articles
How do I install the iOSXpert PluginCenter?
How do I export Daylite records GDPR compliant?
What is a superuser and how do I set up superuser access?