Outlook CRM Background

How to Process Right of Personal Data Access by Data Subject

According to article 15 of GDPR, every Subject has the right to ask the Controller for what kind of information is recorded and for what purpose.

Save the Subject’s Request

Sent by Email

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

    GDPR Relevant

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

    Confirmation Dialog

  4. Make sure the email is correctly linked to the Contact, Company or Deal and that you haven’t received the request from an address not listed within eWay-CRM, for instance.

    Contacts Tab

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

      Link to Existing Contact

    • Of course, in case you want to have your email linked to a contact, click Link to Existing > Contact and choose the desired person.
  5. Click Save and Close.

Save and Close

Written / Received Over Telephone

  1. Find the Contact, Company or Deal who has submitted the request.

    Contact Dialog

  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 received the request verbally.

    Add New Item

  3. Fill in the request details and add the scanned document.

    Select File

  4. Click GDPR Relevant. This will help us later with request identification.

    GDPR Relevant

  5. Click Save and Close.

Save and Close

Save the Answer to eWay-CRM

Sent by Email

Automatic Email Tracking Is Active

  1. Write your email and click Send.

    Send Email

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

    Sent Email Dialog

  3. Check GDPR Relevant field.

    Mark GDPR Relevant

  4. You can choose a Superior Item.

    Select 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.

    Save to eWay-CRM

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

    Confirmation Dialog

  4. Make sure the email has been correctly linked to a Contact. Company or Deal and that the request hasn’t been sent from an address not in eWay-CRM.

    Contacts Tab

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

      Add New Contact

    • Of course, in case you need your email linked to a Deal or a Project, follow similar steps.
  5. On the email card, click GDPR Relevant in the toolbar. That will help us later with request identification.

    GDPR Relevant

  6. Click Save and Close.

Save and Close

Written / Telephone

  1. Find a Contact, Company or Deal who submitted the request.

    Contact Dialog

  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 received the request verbally.

    Add New Item

  3. Fill in the request details and add the scanned document.

    Select File

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

    GDPR Relevant

  5. Click Save and Close.

Save and Close

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.