Removing Customer Name Information
When you want to remove the customer name information, note that the behavior of the Personal Information Removal feature is different depending on whether the Auto-Generated Numbers feature is enabled or disabled.
Auto-Generated Numbers Feature Enabled
When the Auto-Generated Numbers Feature is enabled in your account:
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The customer name is stored in the Alternate Name field.
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To remove the customer name information from the System Notes, in addition to the name fields you want to remove, select the Alternate Name field.
Auto-Generated Numbers Feature Disabled
When the Auto-Generated Numbers feature is disabled:
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The customer name is stored in the Customer ID field.
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To remove the customer name information, in addition to the name fields you want to remove, select the Customer ID field.