Contact Data Protection

Brightpearl offers the following features to assist with General Data Protection Regulation (GDPR):

  • Forgetting a contact
  • Downloading a contact

Forgetting a contact

Forgetting a contact will erase or obscure the contact data throughout Brightpearl. Data will be erased when possible but obscured within required fields, for example the contact's name will be replaced with 'FORGOTTEN CONTACT' followed by the date and time the contact was forgotten.

When forgetting a contact any emails associated with them will be deleted. If those emails are associated with other contacts it will also be deleted from their record.

The following resources can be erased or anonymized:

  • Name and contact information
  • Contact custom field data
  • File attachments
  • Helpdesk tickets, activities and other events
  • MailStore emails and email attachments
  • Order contact information (including incomplete orders)
  • Timeline notes

Note that forgetting a contact in Brightpearl may not update external systems.

How to forget a contact

  1. Search for and open the contact record.
  2. In the Contact Data Protection information box on the right-hand side, click Forget this contact.

  3. In the pop-up window select the data sources to forget.
  4. Click Proceed, you will be able to review the selection before finishing.

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  5. Review the data sources which will be removed and click Submit. The contact data will then be removed from Brightpearl.

Downloading a contact

Downloading a contact by selecting the will provide you with a shareable CSV file containing the chosen contact's data which includes:

  • Contact data; which includes the name and address details and other contact details like email address and phone numbers
  • Order information; which includes a list of orders the customer has raised, followed by a list of the rows that appears on those orders, followed by any public notes added to the orders. Use the Order ID value to link orders to order rows and order notes

How to download a contact

  1. Search for and open the contact record.
  2. In the Contact Data Protection information box on the right-hand side, click Download contact information.

  3. In the pop-up window select the appropriate hyperlinks to download the data.

Important notes

The CSV files don't include any files (invoices etc.) linked to the contact. View that Contact's 'Files' tab to view and/or download these attachments if necessary.

Only public notes (those that have been emailed to the customer, or created by the customer in the web portal) are included in the Order information download.

Have more questions? Submit a request