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 […]

How Do I Attach Equipment Together?

How do I attach Equipment together? To link two or more items of Equipment together, open the equipment record of the secondary or subordinate item and click on the attachments tab   If you know the equipment number of the item to which this one is to be attached, then […]

Service Jobs

How do I create the automatic Service Jobs? Warning: Please note that this routine will create every service job due in accordance to the criteria you enter so if you have any queries or concerns contact the Support Desk before running this routine or try it on your practice database […]

Setting Purchase order limits for Employees

Setting Purchase Order limits for Employees The Purchase Order Limit can be set per individual Employee Record to control the amount each user can authorise. This limit is referred to when the Purchase Order is raised, and again when Goods Received Notes are booked in. If for example if a […]

Hire Contracts Wizard

How do I use the Contract Creation Wizard?   Click on Hire ➔ Contract Wizard   If you know the equipment number, enter this within the equipment number field. If you do not know the equipment number, click on the three dots and this will bring the Global Enquiry screen […]