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Customise privacy lists

Updated on 21 Apr 2022

Under the GDPR, your company needs to save the lawful reason under which your company wants to save personal data. You need to save the privacy source and the legal basis. Learn how to change the privacy lists in this how-to guide.

In SuperOffice CRM there are two lists that you can set up to support the GDPR policies specific to your company:

Privacy - Source is a list that allows you to document where you got the personal data from – whether it was collected via a web form, an incoming email or in any other way. You can add and update the sources in this list to make them relevant to the operations of your company.

Privacy - Legal basis is a list that includes the six legal bases that the GDPR regulation outlines as lawful reasons to store and use personal data. Your business may want to remove those not applicable or change the way these are described.

Watch the video to learn how to change privacy lists (video length - 3:57):

Here is a step-by-step guide that explains how you can change the Privacy - Source and Privacy - Legal basis in SuperOffice CRM:

  • Add items to the Privacy - Source list
  • Add items to the Privacy - Legal basis list

 

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