Contents
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.
GDPR: Handling an unknown consent status and a customer signature – Changes for the French market (Comarch ERP Enterprise)
The application makes it possible to handle an unknown consent status for the purposes of the French market. The feature’s aim is to distinguish between different consent statuses: an unknown status and a determined (accepted/rejected) status, as required by the French market’s regulations. Thanks to this, it is possible to find out if a customer has consciously rejected a consent in question or if the customer has not been asked for the consent yet.
Consent signature registered in an external system (Comarch ERP Enterprise)
Comarch POS supports a parameter informing the user that a customer’s signature confirming the status of consents to the processing of personal data has been registered with the use of an external system. Thanks to that, POS application does not display a notification about a missing required customer signature.