How to Process Right to Object

How to Start Using eWay-CRM » GDPR » How to Process Right to Object

Article 21, GDPR, gives subject the right to object against personal data processing. The Controller does not process the data unless he is able to show serious, authorised reasons for processing.

Save the Subject’s Request

Sent by Email

  1. Double-click the email.
  2. Click on GDPR Relevant within the top toolbar. This way the email will be saved into eWay-CRM just as if you use Save to eWay-CRM.

  3. When a window pops-up, asking whether you want to open the email, click Yes.

  4. Make sure the email has been correctly linked to a contact (eventually a deal or a project) and that the request hasn’t been sent from an address not in eWay-CRM yet, for instance.

    • If the email isn’t linked to a contact, press Link to Existing > Contact and choose the desired person.

    • Of course, in case you need your email linked to a deal or a project, follow similar steps.
  5. Click Save and Close.

Written / Received Over Telephone

  1. Find a contact (deal, or company) who submitted the request.

  2. Through Add New > Journal or Add New > Document, create a new item. We use documents when we have a scan of the request. We use journals when we got the request verbally.

  3. Fill in the request details, eventually add the scanned document.

  4. Click GDPR Relevant. That will help us later with a better request identification.

  5. Click Save and Close.

Process the Request and Send the Answer

  1. Deal with the objection according to your personal data protection guideline.
  2. Then sent your answer using one of the following ways.

Sent by Email

Automatic Email Tracking Is Active

  1. Write your email and click Send.

  2. A window will pop-up, asking whether you want to save your email to eWay-CRM.

  3. Check GDPR Relevant field.

  4. You may choose a Superior Item.

  5. Press OK.

Automatic Email Tracking Is Inactive

  1. Double-click the email in Sent Mail in order to open it.
  2. Click Save to eWay-CRM in the top toolbar.

  3. When a window pops up, asking whether you want to open the email, click Yes.

  4. Make sure the email has been correctly linked to a contact (eventually a deal or a project) and that the request hasn’t been sent from an address not in eWay-CRM yet, for instance.

    • If the email isn’t linked to a contact, press Link to Existing > Contact and choose the desired person.

    • Of course, in case you need your email linked to a deal or a project, follow similar steps.
  5. Click GDPR Relevant within the toolbar on the email card. That will help us later with a better request identification.

  6. Click Save and Close.

Written / Telephone

  1. Find a contact (deal, or company) who submitted the request.

  2. Through Add New > Journal or Add New > Document, create a new item. We use documents when we have a scan of the request. We use journals when we got the request verbally.

  3. Fill in the request details, eventually add the scanned document.

  4. Click GDPR Relevant. That will help us later with a better request identification.

  5. Click Save and Close.

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