GDPR Maintenance

Menu Path: None

To use GDPR Maintenance, click the GDPR button in the ribbon in any window that allows you to manage GDPR consent information.

Purpose

Manage consents of data subjects for the GDPR personal data such as addresses, phone numbers and email addresses.

Overview

Use GDPR Maintenance to manage consents of data subjects such as customers, suppliers, prospects, and contacts for the GDPR personal data such as addresses, phone numbers, and email addresses.

The GDPR consent information can be imported for all data subjects except prospects in Customer Import, Customer Change Import, Contact Import, Contact Change Import, Supplier Import, Supplier Address Import, Supplier Change Import, and Customer Address Import. The GDPR consent information can be manually entered for all data subjects in Customer Maintenance, Supplier Maintenance, Contact Maintenance, and Prospect Maintenance.

You can also erase a specific personal data, for example, an address, in GDPR Personal Data Removal. For more information on data erasure, see Right to be Forgotten Management.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the GDPR Maintenance window.
Update	Click this button to update the consent information for the selected GDPR personal data such as address, phone number, and email address.
Remove	Click this button to open the GDPR Personal Data Removal window which allows you to erase specified personal data, such as an address.
OK	Click this button to accept an action.
Cancel	Click this button to cancel an action.

Main Tab Fields and Buttons

Field or Button	Description
Consent Provided	Select this check box if the data subjects have provided consent to use their personal data.
Consent Attached	Select this check box if the consent is attached using the standard attachment function in Customer Maintenance, Supplier Maintenance, Contact Maintenance, and Prospect Maintenance.
Consent Date	Click the Lookup button to select the date on which the consent has been given.
Request to be Forgotten Date	The system updates this field with the data erasure date, and you cannot update this field manually. After removal of the personal data in GDPR Personal Data Removal or Right to be Forgotten Management, the system updates this date, and the system replaces the address information with strings of X's.
Last Update by	The system updates the name of the user who last updated the consent. However, this field is disabled in this window.
Last Update Date	The system updates the date on which the consent was last updated. However, this field is disabled in this window.
Last Update Time	The system updates the time at which the consent was last updated. However, this field is disabled in this window.
Name	This field is disabled in this window. However, the system displays the selected value.
Address 1	This field is disabled in this window. However, the system displays the selected value.
Address 2	This field is disabled in this window. However, the system displays the selected value.
Address 3	This field is disabled in this window. However, the system displays the selected value.
City	This field is disabled in this window. However, the system displays the selected value.
State/Province	This field is disabled in this window. However, the system displays the selected value.
Postal Code	This field is disabled in this window. However, the system displays the selected value.
Country	This field is disabled in this window. However, the system displays the selected value.
County	This field is disabled in this window. However, the system displays the selected value.
Phone #	This field is disabled in this window. However, the system displays the selected value.
Fax #	This field is disabled in this window. However, the system displays the selected value.
Email Address	This field is disabled in this window. However, the system displays the selected value.