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Overview

Customer Data Settings holds the module-wide configuration for Customer Data: the Identifiers catalog that contacts draw on, and ghost-contact cleanup. For the bigger picture, see the Customer Data overview.

Where to find it

Customer Data Settings lives under Settings → Customer Data, with an Identifiers card and a Ghost contacts cleanup card — each with its own Logs.

Identifiers

The Identifiers catalog defines the identifier types a contact can have — for example Email (email) and Phone (phone) — and the slugs available within each type (Main, Work, Personal).
PropertyTypeDescription
titlestringDisplay name of the identifier type (e.g. Email).
semantic_typestringThe type key used on identifiers (e.g. email, phone).
slugsarrayThe labels available within the type — each a slug + label.
  • Every semantic type must have a Main slug, and Main can’t be deleted.
  • A slug is unique per type per contact — see Contacts → Identifiers.

Ghost contacts cleanup

Ghost contacts — anonymous, unidentified records — can pile up over time. This setting automatically deletes ghost contacts that haven’t been updated within a chosen window.
SettingTypeDescription
delete_ghosts_inactive_fordurationDelete ghost contacts not updated within this many days (for example, 90 days).

Behaviour & rules

  • Identifiers drive contacts — the types and slugs defined here are exactly the options available when adding an identifier to a contact.
  • Cleanup applies only to ghosts — leads, contacts, and vendors are never auto-deleted.
  • Auditable — changes to each card are tracked in its Logs.

Governance & permissions

Only a super admin or Master can manage the Identifiers catalog and the ghost-cleanup setting.

Contacts

Where identifiers and ghost contacts come from.