In this webinar, we look at features for automating the retention of CRM data. The EU’s General Data Protection Regulations (GDPR) came into for in May 2018. To ensure our customers had all the necessary controls to meet their responsibilities, we added a number of features.
The features discussed in this webinar allow you to set up rules around how long personal data should be stored within your CRM system.
You can set up rules to ensure, for example, any former employees of your existing customers have their personal data deleted after 6 months of inactivity. It can then be fully wiped from your system after a further 3 years.
The conditions and actions are completely within your control.
Conditions used to trigger these rules can be set on any of the fields within your CRM system, including custom fields and date fields.
Actions include everything from deleting records, wiping them, breaking links with other records (i.e. linked Emails or Activities), updating values, adding warnings, and so much more.
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?