Outlook CRM Background

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.

    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 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.

    Contacts Tab

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

      Link to Existing Contact

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

Save and Close

Written / Received Over Telephone

  1. Find a contact (deal, or company) 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 got the request verbally.

    Add New Item

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

    Journal Dialog

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

    GDPR Relevant

  5. Click Save and Close.

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.

    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 as GDPR Relevant

  4. You may choose a Superior Item.

    Select 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.

    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 (eventually a deal or a project) and that the request hasn’t been sent from an address not in eWay-CRM yet, for instance.

    Contacts Tab

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

      Link to Existing Contact

    • 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.

    GDPR Relevant

  6. Click Save and Close.

Save and Close

Written / Telephone

  1. Find a contact (deal, or company) 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 got the request verbally.

    Add New Item

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

    Select File

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