GDPR Changes
Contents
General Data Protection Regulations
After four years of preparation and debate, the GDPR was finally approved by the EU Parliament on 14 April 2016. It was entered in force 20 days after its publication in the EU Official Journal and was directly applied in all member states two years after this date. This made the enforcement date the 25th of May 2018 - at which time any organisations found to be non-compliant faced heavy fines. The EU General Data Protection Regulation (GDPR) replaced the Data Protection Directive 95/46/EC and was designed to harmonise data privacy laws across Europe, to protect and empower all EU citizens data privacy and to reshape the way organisations across the region approach data privacy. The key articles of the GDPR, as well as information on its business impact, can be found throughout this site. (Source: https://www.eugdpr.org)
On this page you will find a list of features specifically designed for GDPR.
GDPR Section on records
This section was created to incorporate existing and new features related to GDPR.
Process Record
In this section you will find the tools to process the record or details stored on the record.
Remove some or all of this record
- Forget me - This feature allows the record to be anonymised based on the selected fields in the field set specified in the GDPR Settings (Field Set to use for Anonymisation). When pressed you will be able to anonymise this record (see Cleanse/Anonymise Records for full details).
Data Portability
This section allows you to export specified information from the record. This can be exported to Excel or to a PDF file.
Contact Rules
- Contact by telephone?
- Allow all calls
- Block all calls
- Contact by Email?
- Allow all Emails
- Block Emails on Mail merge only
- Block all Emails
- Contact by SMS?
- Allow all SMS
- Block SMS on Batch SMS only
- Block all SMS
- Contact by letter?
- Allow all letters
- Block on mail merge only
- Block all letters
Consent Rules
We have moved the Contact and Consent Rules to the GDPR tab - see Consent Rule Text Entry to add these to the GDPR tab.
Consent Report
There is now a Consent Report available in release 801 onwards.
Field Sets
Click the link above to visit.
GDPR Settings
Click the link above to visit.
Cleanse/Anonymise Records
Click the link above to visit.
Consent for External Referrals
On the Record a Contact the Signposting/External referrals have now been split. The new External referrals option can be set to require consent to record that the client has be referred on to another organisation. This can also be used if you have a referral portal to another system. For full details please see Managing Consent for External Referrals.
GDPR Settings Webinar
