Home / Record types / CRM and customer support records
CRM and customer support records.
Tickets and account histories record real problems, fixes and outcomes.
What tends to be useful
- Support tickets and resolutions
- Account and order histories, with customers’ details removed
- Service notes and knowledge-base articles
What usually stays out, or needs care
- Customer names, contact details and anything that identifies individuals: these need the most care
- Payment details
- Customer databases themselves, which raise separate legal questions. See selling customer data when a company closes
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Customer records are heavily regulated, so expect careful scoping. Don’t send files: describe what you have. How rights and personal data are handled is on trust and rights.