Deleting a connection’s personal details

With the GDPR regulations, you might receive a request to remove the personal details of one of your connections, typically a domestic / individual customer.

To remove their details, follow the steps below

From within the Okappy web app,

• click the Connections icon towards the top right of the page,
• click View connections.

• Select Customers.
• Enter your customers name or email in the filter
• Click View or edit contacts.

• Click the Edit email icon

• Change the email to a non personal email i..e, ddmmyyyy@dummyemail.com
• Click the Change email button.

• Click Change customer details

• Remove or change any personal details, and
• click Update details

This will remove the personal details for that connection. Any jobs done for that connection will be automatically updated with the new details.

If your connection is using Okappy, you can still make changes but they will need to be authorised by your connection.

To change your connection’s details, follow the steps above.

You will see an alert saying that This connection is using Okappy. Changes require authorising.

Make the changes and then click the Request change button.

Your connection will be notified. Once the request has been approved, the details will be updated.

Alternatively, you may prefer to remove the connection altogether.

To remove the connection,

• find the connection using the steps above, and then
• click Delete connection

Your connection will be deleted.