Anonymise Multiple Companies Dialog

Customer and Supplier associated pages pages icon Customer/Supplier overview pages icon Customer/Supplier "How Tos"

System Data associated pages pages icon System Data Overview pages icon System Data "How Tos"

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This dialog, accessed from the Customer List screen context menu, allows the user to anonymise contact and/or address data for multiple customers. It will populate with any customers that have been previously green-selected in the Customer List screen.
Note: An admin password must first be set in System Data - Admin Passwords. Users must then enter this password before this dialog can be accessed and used.

Filters

Anonymise Multiple Customers Dialog

  • Company Code: customer or supplier's Unique Reference Number or code.
  • Company Name: customer / company name.
  • Inactive Since: a date filter that can be used to limit the view to show only customers who have been inactive from a specified date onwards.
  • Address 1: the first line of a customer's address.
  • Town: the company's town name.
  • Post Code: the company's postcode.
  • Address 2: second line of a customer's address.
  • County: the company's county.
  • Forename: forename of customer or contact at company.
  • Email: email of customer or contact at company.
  • Surname: surname of customer or contact at company.
  • Telephone: telephone number of customer or contact at company.

Grid

  • Anonymise Company?: A checkbox to select a company for anonymisation.
  • Company Code: customer or supplier's Unique Reference Number or code.
  • Company Name: customer / company name.
  • Anonymise Address?: A checkbox to select an address for anonymisation.
    :Note: Ticking this option will anonymise an address only; other company details will remain visible unless the Anonymise Company checkbox is ticked.
  • Address 1: the first line of a customer's address.
  • Address 2: second line of a customer's address.
  • Town: the company's town name.
  • County: the company's county.
  • Post Code: the company's postcode.
  • Anonymise Contact?: A checkbox to select a contact for anonymisation.
    :Note: Ticking this option will anonymise a contact only; other company details will remain visible unless the Anonymise Company or Anonymise Address checkboxes is ticked.
  • Forename: forename of customer or contact at company.
  • Surname: surname of customer or contact at company.
  • Telephone: telephone number of customer or contact at company.
  • Email: email of customer or contact at company.


Anonymise Ticked Button

Anonymise Ticked

Once the required checkboxes have been ticked in the grid, the Anonymise Ticked button commits all anonymisation transactions simultaneously.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team