Anonymising Contacts and Companies

Before You Start

You will need to first make sure you have privileges to access the anonymisation tool. See more details here.

Contact Anonymisation

Go to Tools > Anonymisation Tool.

Select the ‘Contacts’ tab.

Depending on your retention policy of keeping contact records, select the period from the last call date by entering a year/month range in the ‘Exclude contacts with call history within‘ box.

Click ‘Refresh’ to see the updated filtered list.

You can either select an individual or select all under the date criteria by going to Selection > Invert Selection.

Next, click ‘Anonymise & Archive Selected Contact/s‘.

Click ‘OK’ to continue.

You will be given a log to show you’ve deleted them. Click ‘Close‘ to finish.

Company Anonymisation

Go to Tools > Anonymisation Tool.

Select the ‘Companies‘ tab.

You may see companies you’ve deleted before, but they’ve only been archived. It may be a good start to anonymise them, they will all be ticked as deleted.

Depending on your retention policy of keeping company records, select the period from the various filters. Click ‘Refresh’ to see the updated filtered list.

You can either select an individual company or select all under the date criteria by going to Selection > Invert Selection.

Next, click ‘Anonymise & Archive Selected Company/s‘. You will see the list of companies you have selected, click ‘OK’.

You can view the log to see the contacts you have removed. Click ‘Close‘ to finish.