Key highlights:
Bulk update existing CRM data
One of the typical steps in becoming GDPR compliant includes a review of the existing personal data you have in your CRM system against the new GDPR requirements. Chances are that you will need to update quite a lot of contacts in your database.
That is why the new SuperOffice CRM version offers you the Bulk Update feature. It allows you to change personal details for a large group of contacts, activities, sales, and projects – all in just a few clicks.
It has always been possible to change company details on a selection for a number of fields in SuperOffice CRM, but now you can bulk update most fields in SuperOffice, even your own “user defined” fields.
The Bulk Update feature is now available not only in the Selection screen, but also inside the Company, Sale, and Project screens.
By using the Bulk Update feature, you can make your existing data “GDPR-ready” quite easily. For example, you can easily bulk update the relevant legal basis for each purpose on all types of contacts you store in SuperOffice CRM.
Please note, that you need specific rights to be able to use Bulk Update. These rights are assigned in the Settings and Maintenance module of SuperOffice CRM.
Learn how to mass update information using bulk update.
Pricing and availability
The users of SuperOffice CRM Online and SuperOffice 8.2 web or windows versions will get the latest Bulk Update features free-of-charge, included in all user plans.
The new Consent management features are available on March 13.
If you are a CRM Online user, since you’ve been automatically upgraded, you can begin using these new features immediately.
If you have SuperOffice installed on your premises, your organization must run the 8.2 version 8.2 of SuperOffice or newer.
Please note, that if you are using an earlier version of SuperOffice CRM, you’ll need to upgrade in order to get access to the Bulk Update set of features, as well as the other new privacy features.