The General Data Protection Regulations 2018 enforce the need to manage and protect all personal data you hold about your customers.
How we deal with your data as a data processor is outlined in our privacy policy, but how you manage and maintain your customer data is subject to your own organisation’s policies.
The marketing and access page within the customer record helps you manage the consent permissions given by your customer. Because this is different for each organisation, your system may differ from the example shown below.
- Open a customer record
- Navigate to Marketing & Access
Access Permissions: Click the appropriate radio button, or tick the appropriate checkbox
Marketing Permissions: Click the appropriate radio button, or tick the appropriate checkbox
Provider’s Permission: This may be set by your third-party data provider
Consent Evidence: Provide documentary proof of contact permissions granted by the customer
- Type: Select from the drop-down options
- Attachment: Click the Search button to open the browse window. Find and select the consent permission document to upload
- Notes: Add any relevant notes
The information icon next to a radio button indicates a change to that previously recorded
Click the Save and Exit button to save the marketing and access choices