How to Process Right to Restriction of Processing

How to Start Using eWay-CRM » GDPR » How to Process Right to Restriction of Processing

Subjects can ask the Controllers to limit the processing purpose of their personal data, according to article 18, GDPR. For instance, they may opt-out from the marketing news subscription, but they still wish to stay listed among other databases.

Save the Subject’s Request

Sent by Email

  1. Double-click the email in order to open it.
  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

  1. Open the card of a contact (or deal, or company).

  2. Delete the consent receiving information – Consent for marketing causes, respectively Date of marketing purposes consent received field (see How to Record Processing Consents).

  3. Click Save or Save and Close.

By clicking History in the main toolbar of a contact card, you will find a record of the change. That way, anyone can find out who and when deleted the data within the field – that is, when you lost consent.

Also, you can find the client’s request marked as GDPR Relevant within the HUB, with that day and time.

Save the Answer to eWay-CRM

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.
  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. 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.

Do you have questions? Our consultants have answers.