Watch our web clip to see how to manage subject access requests:
Export Personal Sensitive Data
CSV file with Contact name (summary) and all fields which have been marked as personal or sensitive. Note: the fields marked as Personal or Sensitive are the fields which are erased. If there are personal or sensitive fields stored in other Gold-Vision items, such as profiles or opportunities, they will also be listed.
Export Privacy Log
CSV file containing your lawful basis for processing, purposes and planned removal date.
CSV file of notes relating to the Contact or Lead.
Removal Dates are there to show when a contact or lead has gone passed the original retention period that was applied based on the Privacy Rules. This does not mean that the data is removed automatically – or that you should not keep the contact or lead in Gold-Vision. It does give you the opportunity to review the data, check the lead or contact are still interested in your products or services or indeed, still an active customer.
Ideally, users would review the data before the removal date was reached so that the Privacy Administrator can keep the data no longer than is necessary. Shows Contacts and Leads whose removal date has passed as well as deleted or dormant Contacts
Filter this list as required to bulk erase.
The Removal review list shows all records marked as deleted or dormant as well as Contacts whose removal date has passed. Filter the list to show only deleted Contacts or Leads. Records can be erased individually or in bulk.
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