The GDPR widgets are explained in detail in the GDPR section.
Please note: Before deleting, you must check whether there are still obligations / reasons for storing the data, e.g. tax law, Money Laundering Act, etc.
The GDPR widgets generally differ from the general widgets. Here the fundamental differences, further is addressed if necessary in its own paragraph.
The GDPR widgets have:
- A column with checkboxes to mark entries.
- A button at the bottom left that can be used to send e-mails to the selected entries or to delete addresses.
- An extended magnifying glass preview with action entries.
- A predefined filter for the GDPR states.
The configuration contains for each of the GDPR widgets a default filter for the appropriate state, this filter is also preselected again if a filter is deleted.
Via a checkbox you can hide “Prospective buyers of active real estate”.
Widget GDPR – Consent
Wizard This widget contains an e-mail template for the request to save the data. This template is sent via the button “Send e-mail to selected”.
The standard e-mail address stored in the address data record is written to. Address data records without a stored e-mail address are skipped. After the dispatch a message with the numbers (sent / skipped) is issued.
The person’s answer is stored accordingly in the activities and the GDPR status “Storage agreed” or “Storage revoked” is set.
Widget GDPR – Deletion requested
Addresses whose GDPR status is set to “Revoke Storage” are listed in this widget.
Via “Delete selected” you can delete the selected addresses. “Delete contact information” only deletes the contact information of the selected addresses.
GDPR widget – expired
storage period Addresses whose “save to date” has expired or is about to expire are displayed in this widget.
Via “Delete selected” you can delete the selected addresses. “Delete contact information” only deletes the contact information of the selected addresses