Anonymizing Customer Data

Customers data can be anonymized to meet the California Consumer Privacy Act (CCPA) compliance requirements. The anonymizing function deletes all information in the customer record and changes the customer name to anonymous (customer number).

Notes:

Important: The following customer data is not affected by data anonymization:

Anonymization Requirements

The following requirements must be met to make the account eligible for data anonymization:

  1. No open items on the customer account

  2. No POS transactions

  3. No jobs associated with the customer account

  4. The account Running Balance must be 0.00

  5. Dates defined in the Account Opened, Amount of Last Payment, and Date of Last Sale fields must be greater than the minimum number of days specified in Option 1966 - "Anonymize Customer Minimum Days" (default is 90)

Anonymizing Customer Account

To anonymize a customer, complete the following steps:

  1. In the Eagle Browser Launch bar, type CCN and press Enter to display the Change Customer Number dialog.

  2. Click option 3 - Anonymize Customer.

Note: The following option is enabled if the account meets data anonymization requirements

  1. Click Yes.

  1. Click OK. The customer has been successfully anonymized.

Notes: