How often can I review the lawful basis of processing data?
As the data controller, you should periodically review the lawful basis
under which you processed customers' data. This is because the lawful
basis under which you initially processed personal data and the purpose
of data collection can change over time.
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Managing Lawful Bases for Data Processing
Switch on GDPR Compliance options Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business. Users with the Manage Compliance Settings profile permission can enable and view the features available ...
Where can I update the data processing basis?
You can update the data processing basis for customers in the record details page. To do this, click on the Data Privacy tab, select or edit the data processing basis. The third way is through the consent overview dashboard. Go to Setup > Compliance ...
Can I filter leads and contacts based on their data processing basis?
Yes, you can filter leads and contacts based on their data processing basis.
What are the lawful bases the data controller can use to process customer data?
The data controller can choose from six data processing bases. These are: 1. Contract- This applies when you need to process the customer's personal data to fulfill your contractual obligations, or to take some action based on the customer's request ...
Data Privacy
A record's details are available in two sections - Info and Timeline. When you switch on GDPR Compliance in your Zoho CRM account, you will be able to view another section, namely Data Privacy. This section has the following details: Data Source ...