Data, privacy and security
Understand retention and deletion boundaries
Practical Pixie CRM instructions for understand retention and deletion boundaries, including where to go, what to check and how to confirm the change saved correctly.
Where to goAdmin Area → Human Resources → Retention & Archives
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 understand retention and deletion boundaries, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Admin Area → Human Resources → Retention & Archives in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Governance area, Review frequency, Archive/retention action, Decision and reason.
- Work through Understand retention and deletion boundaries using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Governance area
Review frequency
Archive/retention action
Decision and reason
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.