Anonymising Prospect Records

Anonymising Prospect Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise the prospect data for any other reason, it is easy to do so without affecting the […]

Anonymising Ex-Employee Records

Anonymising Ex-Employee Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise employee data where you have determined that you have no need or legal requirement to retain […]

Anonymising Contact Records

Anonymising Contact Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise the contact data for any other reason, it is easy to do so without affecting the […]

Anonymising Closed Supplier Records

Anonymising Closed Supplier Records Please ensure you read the implications at the end at the article If an individual requests that you remove their personal data from your database or if you wish to anonymise closed supplier data where you have not carried out any transactions with the supplier for […]

GDPR ToolKit

Protean GDPR Toolkit Launched    April 2018  What is GDPR? The General Data Protection Regulation was designed to enable individuals to better control their personal data. It was adopted by the European Parliament & became law in May 2016 and becomes fully enforceable in the UK & Ireland on 25th May […]

Anonymising Closed Customer Records

Anonymising Closed Customer Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise closed customer data where you have not carried out any transactions with the customer for […]

Sage Integration – Update Notice

We are aware some of our customers using integration with Sage have recently had an update from Sage asking them to upgrade their Sage before February 14th 2018. Please be aware from the details below which current versions of Sage are compatible with Protean. Sage 50 (v23) 2017: Protean 7.3.4223 […]

Simple Task Form Video

  Your browser does not support the video tag.Scenario More detailed information is required against Tasks bring created Cause There are two types of Tasks Forms, Simple and Advanced. By default the Simple Task Form is set against an Employee’s record but there is an option to change this so […]

Set Favourite Reports Video

  Your browser does not support the video tag.Scenario Creating a useful list of regularly used reports to be displayed in the Reports System default view Cause Having to select the same modules and scroll through the list to the same reports on a regular basis Resolution – Click on […]