Data protection
By using the Data protection page, you can manage two options The word option (from Latin: optio = free will) used in computing means a choice. In CARAT it is normally used with a list box., that help you to implement the the requirements for data protection compliance. If you collect and process your customers' personal data, you are required to inform your customers about the purpose of the data collection. This is the purpose of the data protection option. Furthermore is on this page also the promotional mailing option managed. As standard are both options activated.
As a company that collects personal data, you will generally already have your own website, which will inform your customers about your company's privacy policy. Because according to the GDPR you should inform your customers that consent to the processing of personal data is necessary for the performance Performance, in the context of computing and software, is a term meaning the effectiveness at usage of resources and the quality of output from programs. of a contract or for the performance of pre-contractual measures. The informing sales person should inform the client A computer is denoted as a client, if it is configured as a workstation in a network, using the resources of a central computer (Server). that attention will be payed to the care required in handling such data and that these data are processed and treated in accordance with data protection.
The URL of you data protection website
In CARAT, you have the opportunity to conveniently make your data protection website accessible to your customers through CARAT's commercial documents.
- You can do this by entering the URL of your data protection website on the User data page in the system options. The URL is necessary to insert the address of your data protection website in a note and also to generate a QR-code via CARAT.
Active attention to your data protection
- We have created a standard text for the Data protection option, that, when the option is activated, will be printed at the end of each commercial document. The text contains a variable In CARAT, variables are wild cards that are used for different values and percent values, since the actual value changes, depending on the respective commission. By employing a variable in a document, for example a text for the VAT, can the VAT amount be supplemented with a wild card. When printing the document, the respective VAT amount will then be displayed in the location of the wild card., that at printing will be replaced by the URL of your data protection website, entered in your system options.
- We additionally Addition (in Latin: addere) is one of four basic operations in arithmetic. In primary school and in common language it is the expression used for the adding of two or more numbers. print the URL of your data protection website also as QR-code, so that your customers easily can read your privacy policy note via their smart phone.
Entering personal data
- As soon as you enter a new address, and thus enter personal data, via the customer administration, you will get a notice that reminds you to inform your customer about your company's privacy policy, latest by then. Usually you will click Typically the LEFT mouse button is pressed once quickly, if not specified differently. Clicking will either mark an object, or when clicking on a button, the execution of the desired activity (e.g. OK, Cancel, Close). on Agree, and enter the new customer address subsequently. In exceptional cases, where the customer declined their consent to enter his personal data, please click on Cancel to quit the data entry.
- CARAT saves for each newly entered address the consent information. This information can be printed via any export function of CARAT. If necessary you can thus determine which addresses have been entered with an activated data protection option.
In the Promotional mailing area you have the possibility to show a data protection note for the commercial forms you hand out to your customers. With it you can confirm to your customers that the approval for using his personal data is existent or that you will not use his personal data for commercial purposes because the approval is missing.
Usually you will try to obtain the consent of your customers, that you would like to use their personal data for commercial purposes, via a separate form, because the consent should be in written. However, for you not to act against the law when using the in CARAT entered customer data, you have the possibility to deposit a relevant identification for each address. With this identification it is guaranteed that only those addresses for which you have received the consent of the client to use their personal data for promotional purposes can be filtered out (for example for a serial letter).
So that your customers will always see the data protection note is the option Use principally the promotional mailing setting set as a standard, irrespective of the fact if the relevant option to use the personal data is activated in your customer data or not. Given the fact that at first in CARAT initially the identification is missing for all addresses, is this treated by CARAT as missing consent. Thus, the saved advertising objection note will be displayed automatically at the end of a commercial document.