Setup
A customer wants their data deleted
An organization admin erases the customer under Settings > Data retention > Erase a customer. Wilmo deletes their messages and files, and removes their name, email and phone, in all your teams.
How to do it · 5 steps
- 1Open Settings > Workspace > Data retention.
- 2Under Erase a customer, enter the customer's Email or Phone and click Find customer.
- 3Check it's the right customer, and click Erase customer...
- 4Type the value to confirm, and click Erase customer. This cannot be undone.
- 5The erasure shows under Recent erasures. Credit notes are kept for 5 years by bookkeeping law.