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  • Data Privacy

    Hello,

    LOVE LOVE the new update. Thanks so much for all the hard work!

    Can anyone go into details a bit more about the privacy? I am not sure what that meant in the update notes. Everything else is working great and as intended.

  • #2
    Hi,

    In Entity Manager administrator can set certain fields as those that contain private data. Accounts, Contacts, Leads entity types are supported only (other entities can be enabled too with small amendment in metadata). Some default fields are checked by default.

    On the detail view of the record in the menu (next to the edit button) there is the item 'View Personal Data'. From there it's possible to erase certain fields (only if the user has 'edit' permission).

    Regular uses will have an ability to view/erase personal data only if they have 'Data Privacy Permission' (defined by roles).

    In the future we plan to implement double opt-in feature for mailing lists.

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    • #3
      Great feature. Thanks so much for this!

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