This advanced webinar goes into more detail about how you can use OpenCRM to help manage your GDPR requirements. It builds on what you’ve learnt in the Right to be Forgotten and Data Retention webinars.
Learn how to automatically identify records that fit your data retention policies and find out what automated tasks you can employ to manage them. These automated tasks include:
Deleting your record
Clearing all field or only selected fields (or clearing all fields except certain fields)
Adding or removing warnings
Creating or updating linked records
Wiping the audit log for the main and linked records
Since this webinar was recorded, we have updated our interface and added new actions to these data management features. An updated list of these features can be found in our Knowledgebase article all about our Right to be Forgotten feature.
It is important to mention that we cannot advise on your RTBF or data retention policies. We are here to help you implement them within your CRM system. You can read more about our own approach to GDPR here.
You can find this webinar and all of our other videos on our YouTube Channel. Why not stay up to date with new features, as well as our latest tips and tricks, by subscribing?