GDPR compliance

To help users work towards achieving compliance, the Spring 2018 release introduces a number of changes to the software. These include:

The right to be forgotten

A new feature allows you to remove customers by masking data so that personal details are no longer identifiable. Due to tax requirements, you will not be able to delete customers with financial information that is under 7 years old.

Consent

The tick boxes against the various contact methods are no longer be checked by default and all changes are recorded in a log. It is your responsibility to obtain consent from any new or existing customers, using a form or other method that can be traced. You may be able to continue sending MOT/Service reminders without explicit consent under ‘legitimate interests’.

Document prints

The new estimate/invoice prints have a larger footer area allowing for more text to be added. This can be used to explain your approach to GDPR or ask for consent where required.