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Anonymize contact (right to erasure)

An administrator anonymizes all personal data for a Contact in response to a GDPR Right to Erasure request. The Contact record is preserved with redacted values; related records (activities, tickets, opportunities) are preserved with anonymized references.

When this happens: Admin navigates to Contact — Actions — Anonymize (GDPR Erasure).

Step by step

  1. 1

    Open the Contact detail page. Clicks Actions — Anonymize (GDPR Erasure).

    Step 1 confirmation: This will permanently anonymize all personal data for [Contact Name]. This action is irreversible. Related records will be preserved with anonymized references.

  2. 2

    Click Continue.

    Step 2 confirmation: Type the contact's email address to confirm: [email shown] — or, for a contact without an email, their full name as displayed ().

  3. 3

    Types the contact's email address exactly.

    EasyCRM checks match. Initiates background job. Anonymization process: — Contact: FirstName, LastName, Phone, Address, JobTitle, all PII custom fields — [REDACTED]. Email — redacted-{GUID}@anonymized.local. ConsentGiven — false. IsAnonymized — true. — Activities: Descriptions containing PII — [Content anonymized per GDPR request]. Email bodies — [Content anonymized per GDPR request]. — Tickets: Contact snapshot fields — [REDACTED]. Comment bodies with contact name/email — replaced with [REDACTED]. — Opportunities, Quotes, Invoices: Contact FK set to NULL; . — Audit log: EntityName entries referencing this Contact updated to [REDACTED]. — Channel identities: deleted. — Conversations: kept; previews and thread ids cleared. Messages of every kind, internal notes included: text — [Content anonymized per GDPR request]. — Message files and the Contact's Files-tab files: deleted from storage; a message's file shows as removed. — Stored channel webhook events of the Contact: deleted. EasyCRM removes Contact from all active drip sequences and campaign audiences. Stops email sync for the anonymized email address. EasyCRM notifies Admin: Anonymization complete for Contact ID [ID] — [N] records affected Audit log entry: GdprErasure with Contact ID and list of affected entity counts.

Other paths

Contact already anonymized

Anonymize action is hidden/disabled. Banner: This contact has been anonymized per GDPR request on [date]

Contact without an email

If the contact has no email address (e.g. A profile created from WhatsApp). Asks for the contact's full name as displayed. Types the full name exactly. Continues at step 6.

If something goes wrong

Email or name mismatch

Types an email (or full name) that doesn't match. The value does not match. Type the exact email address (or full name) to confirm Operation blocked.

Anonymization job fails

Background job fails partway. Rolls back all changes (transactional). EasyCRM notifies Admin: Anonymization failed. No data was changed. Please retry

Good to know

  • Anonymization is irreversible. No undo facility.
  • Contact record is preserved (not deleted) with .
  • Anonymized contacts excluded from all lists, reports, searches by default.
  • Financial records (Opportunities, Quotes, Invoices) preserved for record-keeping.
  • Two-step confirmation: the email typed exactly, or the full name for a contact without an email.