Consents to the processing of personal data (e.g. related to a newsletter) are presented:
- On two tabs of the window Retail Customer/Business Entity Edition:
- Customer Details – by default, it presents consents which are not related to communication channels
- Addresses – by default, it presents consents related to communication channels
- In the window Edit Family Member/Contact Person
In the case of new customers being added, consents on both the tabs are deselected by default.
The application makes it possible to:
- Record the giving or withdrawal of different kinds of consents (e.g. to the processing of personal data or to sending marketing content)
- Preview the full text of a consent after hovering the mouse over it or selecting the button [consent details]
- Print a consent form using the button [Print Form]
When a customer wants to give a consent related to a communication channel, it is also necessary to fill in fields connected with a given channel. For instance, in the case of the communication channel E-mail, the user needs to fill in the field E-mail Address on the customer/contact person/family member form.
An XYZ company makes it possible to send e-invoices to its customers, but it only applies to those customers who have an account in the system and who agreed to have the e-invoices sent to their e-mail addresses.
A customer called Daniela Jones has an account in the company’s system and periodically receives e-invoices. She cannot check her mailbox regularly; because of that, her husband goes to an XYZ’s shop and gives a consent to receiving e-invoices on his mailbox. The operator finds Mrs. Jones on the customer list, previews her customer form and opens the tab Family Members. Next, he selects the husband and checks a relevant consent. As a result, the XYZ company will be entitled to send e-invoices to an additional e-mail address.