Export or erase a customer's call data

When a customer asks for their data, the Admin exports the customer's call records and recordings, or erases them, through the standard GDPR tools.

When this happens: Admin starts a GDPR export or erasure for Maria Popescu.

Step by step

1
Open Maria Popescu's contact and chooses Export personal data.
EasyCRM builds the package including her call records (times, numbers, direction, state, durations, outcome, notes) and the recording and voicemail files.
2
Downloads the package.
3
Later chooses Erase personal data and confirms.
Deletes the customer's recordings, voicemails and call notes, replaces the customer's number on her calls and their activities with the anonymized marker, removes her Phone identities and any blocked-number entry for her own numbers (those she was seen on and no other live contact carries), and audits the erasure.

Calls not linked to the contact are not part of her export; the Admin links them first when they are known to be hers.

Call counts and times in reports remain; they no longer identify her.

A recording was already deleted by retention or failed to download. The package lists the call with a note Recording not available.

The recordings make the package large. The export runs as a background job and the Admin is notified when it is ready.

A file cannot be removed. The erasure is reported incomplete, with the item, and can be retried; nothing is marked complete.

Without the GDPR permissions the actions are not offered. The Platform Operator cannot reach the company's calls.

The export includes call records and the recording and voicemail files of the customer.
Erasure deletes recordings, voicemails and notes, anonymizes the number on the customer's calls, and removes their Phone identities and blocked-number entries.
The Platform Operator never reaches calls or recordings; all voice permissions are company-side.
Times in the export are UTC.