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Personal data may not be stored indefinitely, which is why correspondence must also be deleted after a reasonable period of time, depending on the intended use. Coordinate the retention periods with your data protection expert and, if necessary, other experts (tax consultants). They will differ depending on the purpose of use and also from company to company. In addition to legal requirements, operational requirements will also need to be considered.

  1. Enter a Retention period for Accounts/Contact persons (in days). The start of the retention period is specified in the account itself.
  2. Enter a Retention period for communication (mail, emails, contact notes). This retention period must be shorter than or equal to the retention period for accounts.