Data, privacy and security
Handle a data removal request
Use this Pixie CRM guide to handle a data removal request. It covers the navigation path, key controls and the checks that confirm completion.
Where to goSetup → GDPR → Removal Requests
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for handle a data removal request, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → GDPR → Removal Requests in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Requester/contact, Identity or ownership check, Request scope, Status.
- Then check Audit evidence. Use verified information and do not fill optional values with placeholders.
- Complete Handle a data removal request using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Requester/contact
Identity or ownership check
Request scope
Status
Audit evidence
Checks before you finish
- Use the least destructive action available.
- Confirm permission and ownership context.
- Preserve audit evidence unless authorised policy says otherwise.
- Verify the resulting audit or status record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.