Outlook CRM Background

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.

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

  1. 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 on Email

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

Link Email With Existing Contact

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

Save and Close Email

Written / Received Over Telephone

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

Contact Window

  1. 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 Journal or Document

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

New Journal

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

GDPR Relevant

  1. Click Save and Close.

Save GDPR Journal

Process the Request

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

Contact Window With Marketing Fields

  1. Delete the consent receiving information – Marketing purpose consent, respectively Date of marketing purposes consent received field (see How to Record Processing Consents).

Contact Window With Empty Marketing Fields

  1. Click Save or Save and Close.

Save or Save and Close Contact

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.

Contact History

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

HUB With Emails

Save the Answer to eWay-CRM

Sent by Email

Automatic Email Tracking Is Active

  1. Write your email and click Send.

Send Email

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

Save Email Dialog

  1. Check GDPR Relevant field.

GDPR Relevant

  1. You may choose a Superior Item.

Select Superior Item for Sent Email

  1. 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 Email

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

  1. 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 on Email

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

Link Email With Existing Contact

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

GDPR Relevant

  1. Click Save and Close.

Save and Close Email

Written / Telephone

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

Contact Window

  1. 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 Journal or Document

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

Add Document

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

GDPR Relevant

  1. Click Save and Close.

Save GDPR Document

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.