Enable GDPR permissions
To start, you need to enable the feature to manage GDPR for the group you want to grant the rights to. You do this via Settings -> Users -> Roles.
Then select the group you want to have permission and click on the pen symbol to edit.
In the drop-down list called Functionality, select the following:
GDPR:
Work with GDPR✔
Work with consents✔
Configuration for consent types
The types of consents you want to use are added under Settings -> GDPR -> Consent Types. These will then appear as selectable on the web page linked in the consent email you can send out.
Examples of various consents may be:
Receiving e-mail
Phone Promotions
Store and process
Stored in business softwares (or other third party systems)
Email Settings
In Settings -> GDPR -> Email settings, you can customize the e-mail being sent when you make a request for consent.
You can choose which email address the consent request email will be sent from, and you can add your logo and signature to the email, so the recipient immediately knows which company the email is coming from. The email goes through your server and then Cirrus opens a dialogue when you start it.
Make sure Care Of CRM is set as a trsuted sender before you hit send so that your server doen't block messages from Cirrus. You can set the port and server information the same way as your other email settings. This also goes for the settings regarding usernames and passwords.
Request consent by emailing several contacts at the same time
If you would like to send out a request for consent to several contact at the same time, follow these steps:
Head to the contacts view.
Filter out the contacts you want to request a consent.
Mark everyone and click on the cogwheel in the top right corner.
Request consent.
What happens now is that Cirrus will send out a request to every contact you've chosen by email.
Anonymization
By anonymizing, you will delete the identity of a contact and clear connected activities and descriptions. However, the activities can still be kept if they are of value for measurement or history with an account. You can find settings for how you want the anonymization to work in the settings/admin panel.
Do you have an integration with your ERP system?
To make sure that a deleted contact doesn't recreates you will need to delete the contact in your ERP system as well as in Cirrus CRM.
Excerpt of a contact
According to GDPR an individual has rights to demand what information a company has about them. In Cirrus CRM you can easily get a hold of what information that is connected to an individual. The excerpt can be viewed as a list in Cirrus and you can also export the information to a CSV-file.
Make an excerpt
Open the accont where the contact is connected, select the tab "Contacts" and mouse over the blue cogwheel next to the contact and select "GDPR -Excerpt".
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