Outlook CRM Background

According to article 16, GDPR, subject has the right to rectification, eventually adjustment of personal data, without any unnecessary postponing.

Save the Subject’s Request

Sent by Email

  1. Open the email by double-clicking 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.

    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 appropriate 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 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 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

  1. Open the contact card.

    Contact Dialog

  2. Change the information within the requested fields.

    Email Address

  3. Press Save or Save and Close.

Save Icons

By clicking the History button within the toolbar on a contact card, you may find thorough records about the change being done. Therefore, it is easy to find out who and when changed what. The Activity History Tracking feature is available in eWay-CRM 5.2 and it has to be activated before.

History Icon

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 as 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 (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. On the email card, click GDPR Relevant in the toolbar. 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.