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GDPR widget
Notice:
The GDPR widgets are explained in detail in the GDPR section.
Please note: Before deleting the data, you must check whether there are still obligations / reasons for storing the data, e.g. tax law, money laundering law, etc.
The GDPR widgets generally differ from the general widgets. Here are the basic differences, more will be discussed in a separate paragraph if necessary.
The GDPR widgets have:
- A column with checkboxes to mark entries.
- A button at the bottom left that can be used to send emails 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 a default filter for the appropriate statusfor each of the GDPR widgets; this filter is also preselected again if a filter is deleted.
You can use a checkbox to hide “Interested parties of active properties“.
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GDPR widget – Consent wizard
This widget contains an email template for the request to save the data. This template is sent via the “Send email to selected persons” button.
The standard email address stored in the address data record is contacted. Address data records without a stored email address are skipped. After sending, a message with the numbers (sent / skipped) is displayed.
The person’s response is stored accordingly in the activities and the GDPR status “Storage consented” or “Storage revoked” is set.
GDPR widget – deletion requested
Addresses whose GDPR status is set to “Storage revoked” are listed in this widget.
You can delete the selected addresses via “Delete selected”. Only the contact information of the selected addresses is deleted via “Delete contact information”.
Widget GDPR – Storage period expired
Addresses whose “Save to date” has expired or is about to expire are displayed in this widget.
You can delete the selected addresses via “Delete selected”. Only the contact information of the selected addresses is deleted via “Delete contact information”.