Three things are handled for you and need no setting.
Your customer quote and invoice pages are blocked from search engines, so a link that gets forwarded or posted somewhere cannot turn into a search result. Tools, then Export Personal Data and Erase Personal Data both search PaintClarity by email address. And suggested wording for your own privacy policy, covering what PaintClarity stores and who else sees it, is waiting under Settings, Privacy, Policy Guide.
Three more are optional and off by default, under PaintClarity, Settings, Privacy and Customer Data. A shop working only in the United States can leave all three off.
- Delete the log of emails you sent after a number of months
- Forget the IP address recorded when a customer signs a quote online, after a number of months. The typed name and date stay, so your acceptance record survives
- Give customer quote and invoice links a shelf life in days. Be careful with this one: it applies to links you have already sent
All of this is in the free and pro plugin.
