Redacting (X out) personal data for an individual
Individuals can ask your company to redact their personal information from your database. After the legal retention period for preserving the data records has passed, you can manually delete some records from your system, and run the Privacy Utility to X-out other personal data about the individual so that it can no longer be viewed.
See About the Privacy Utility to determine which records can be handled by the Privacy Utility, and which must be removed manually.
In many areas of the system, the user information cannot simply be deleted, because it is related to transactions or records that must be maintained for auditing and historical purposes. The Privacy Utility allows you to X-out the personal data. For example, the person's name and address are replaced by X's in the database. Date fields that contain personal data, such as a birth date, are set to a null value. The key fields in each database table, such as the vendor or customer number, are not X-ed out. To prevent validation errors, on the Customers and Prospects forms, the country is not X-ed out, and the tax code, if originally set to an external tax code, is cleared.
To use the Privacy Utility to X-out personal data for an individual: