The Personal Data Retention section in contact records

Each customer and vendor record includes a section called Personal Data Retention. You can use the settings in this section to manage data retention on an individual basis. For example, you may need to extend the retention period for some contacts due to a dispute.

If you haven’t already done so, please enter your business data retention period settings.
  1. Go to Contacts then click Customers or Vendors.
  2. Click the relevant contact.
  3. Click the Options tab.
  4. In the Business Data Retention section, click the Edit button.
  5. Review the following information:
Last Transaction Date The date of the last transaction your business processed for this contact.
Suggested Removal Date This date is based on the business data retention period settings you entered in Settings, Financial Settings. If you haven’t entered any business data retention period settings yet, this date is hidden.
Extended Removal Date If necessary, set an extended removal date for this contact.

Note: This date only applies to this contact. It doesn’t reset the business data retention period settings.
Reason for Extension Type a reason for why this contact has an extended removal date.

This field only appears if you enter a date in the Extended Removal Date box.
This contact has consented to be a permanent record If you select this check box, you must type a reason for why the contact requires a permanent record in your software.
  1. If you’ve made any changes, click Save. Alternatively, click Cancel to close this section.