Anonymising Account
Answered
Hi Team,
I have a customer, Porsche GB, who is trying to anonymise an account. After first reviewing the ‘account purge request’ window, it showed the account was attached to an open service order.
The customer changed the status of the service order to ‘cancelled/refunded’ however, is still unsuccessful in anonymising the account. The below message on why the anonymiszation failed is displayed. What is the best practice with ‘bill to account’ does a user need to do?
- Do you have to set the status on the service order to ‘close’ to anonymise the account or is ‘cancelled/refunded’ fine as long as the service order status isn't ‘open’?
- Could there be any other reason why the anonymising an account is not successful?
Articles on support centre reviewed were:
Purge (Delete) Accounts and Contacts – Momentus Support Center
Data Processing with Momentus Enterprise – Momentus Support Center
Search, Add, and Manage Accounts and Contacts – Momentus Support Center (only this article mentioned anonymising accounts however, does not provide instructions / best practice on how to do so - snippet of article below)
Thanks
-
tagging you Seth Halvaksz if you wouldn't mind tagging appropriate colleagues re this query. Thank you!
-
Ella, the anonymization module will not allow anonymizing if there is an event attached or an order attached.
This article has some additional background:
https://documentus.zendesk.com/hc/en-us/community/posts/32740776334871
It if this isn't adequate for the customer, please work with tech services for creating an anonymization script.
Please sign in to leave a comment.
Comments
2 comments
Date Votes