Once the data protection setting is enabled, users will be able to manage data subject requests such as to stop processing a counterparty's contact information or to anonymize the contact's personally identifiable information upon deletion.
Note:
Non-admin users cannot download the contacts of a counterparty or an individual counterparty's details.
Note:
Note:
- The personally identifiable information of the deleted contact will be anonymized, and the contact will be displayed as Anonymized user <n> wherever it is shown: such as the Activity, Negotiation, and Signature tabs in the contract details panel, any notifications, User Activity section, and the Reports module. n represents an ordinal number, which will be assigned to each anonymized contact in the order they are anonymized.
- The contact will be removed from the list of negotiators from contracts in which they are one of the negotiators.
- The contact will not have access to any contracts pending negotiation.
- If the contact is the counterparty's primary contact in a contract and the contract is in the In Negotiation - Review Pending stage, the negotiation will be automatically recalled.
- The contact will be removed from the list of signers from contracts in which they are one of the signers, and the signature will be recalled for contracts in the Signature Pending stage.
- If the contact is the counterparty's primary contact in a contract, the contact will be removed from the Summary tab in the contract details panel.
Once the data protection setting is disabled, users will no longer be able to manage data subject requests.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.