A record's details are available in two sections - Info and Timeline. When you switch on GDPR Compliance in your Zoho CRM account, you will be able to view another section, namely Data Privacy. This section has the following details:
Data Privacy
- Data Source
- Personal Fields
- Data Processing Bases
View Data Source
Data Subject information can be pushed into Zoho CRM from multiple sources such as the web-forms, by importing, APIs and third-party integrations. Data Source displays the information about how the record was Created and when it was Last Updated. Along with these information, additional details will also be available as listed in the table below.
| Source (Feature) | Data Tracking | Last Updated Details | Source (Feature) | Data Tracking | Last Updated Details |
| Zoho Finance Suite | Portal Name | - | Google Calendar Sync | Calendar, Account Id or Email | - |
| Zoho Desk | Portal name, Department | Portal name, Department | Office 365 Calendar Sync | Account Id or Email | - |
| Zoho Survey | Survey Name, Department | Survey Name, Department | API | Service Name | Service Name |
| Zoho Projects Tasks/Notes | Portal name, Project Name | - | Custom Functions | Service name | Service name |
| Zoho Calendar | Folder name, Account Id or Email | - | Social | Network Name, created_type | - |
| BCC dropbox | From Address | Not displayed | MS Outlook | Service name | - |
| Mail Parser | From Address, Parser Name | Not displayed | Zoho SalesIQ | Portal name, Screen name | Portal name, Screen name |
| Email Workflow | Workflow Name, Workflow Id. | Not displayed | Web Forms | Website (like sulekha.com), IP Address, Form Name (like oppo) | Not displayed |
| Import | File Name | File Name | Campaign | Campaign name | Campaign name |
| Migration - User's old system (say Salesforce, Pipedrive, etc) | File name, Account Id., IP Address | Not displayed | Workflow | Service name (workflow) | - |
| Google Contact | Contact folder, Account Id. or Email | Contact folder, Account Id. or Email | Google Ads | Website (like sulekha.com), IP Address, Form Name (like oppo) | Not displayed |
| Office 365 Contact | Account Id. or Email | Account Id. or Email | - | - | - |
To view data source
- Click open the data subjects record in your CRM account.
The record could be in the Leads, Contacts, Vendors or any other custom organization module for which GDPR Compliance is enabled. - Click Data Privacy.
Under the Data Source section, the details of how the record was created and how it was last updated is displayed.
View Personal Fields
The Data Privacy section for a record also contains details about the personal fields. It lists the number of fields that are marked as Sensitive and the ones as Normal.
To view personal fields
- Click open the data subjects record in your CRM account.
The record could be in the Leads, Contacts, Vendors or any other custom module for which GDPR Compliance is enabled. - Click Data Privacy.
Under the Personal Data section, the Sensitive and Normal fields details are available.
Manage Data Processing Bases
The core principles of GDPR revolves around the lawful collection and processing of customer data. By default, all the records in the Leads, Contacts, and Vendors modules will have the Data Processing Basis set to Not Applicable when you enable GDPR from Setup > Security Control > Compliance Settings > GDPR Compliance. Once this is enabled, each record will have a Data Privacy section with the data processing basis details. You can change this based on your discretion and business cases.
To manage personal fields from the Modules page
- Click open the data subjects record in your CRM account.
The record could be in the Leads, Contacts, Vendors or any other custom module for which GDPR Compliance is enabled. - Click Data Privacy.
- Toggle on the Data Processing Basis section option.
- Select the appropriate lawful basis from the drop-down list.
- In the popup, enter the remarks as required and click Save.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
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.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
FAQs: GDPR Compliance
Can data subject rights be raised through Portals? Yes, the data subject can raise a request for their data rights through Portals. Can the data subject use Portals to update his/her consent? Yes, the data subject can update his/her consent through ...Data Privacy
HIPAA Compliance The Android version of the Zoho CRM is HIPAA compliant. HIPAA, the Health Insurance Portability and Accountability Act, is a law that makes specific requirements for protecting sensitive health information from being disclosed ...GDPR and Zoho CRM - An Introduction
On this page, we'll be taking a look at what the new rules in GDPR are and how Zoho CRM can help you comply with them. We'll also help you understand how to protect your customers’ data. General Data Protection Regulation (GDPR) is a new set of rules ...Data Subject Rights
The GDPR explicitly states certain rights for the data subjects in Articles 12 to 23. We need to understand and fullfil them when individuals seek to exercise those rights. Right of access: The subject's right to obtain from the controller, the ...Managing Lawful Bases for Data Processing
Switch on GDPR Compliance options Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business. Users with the Manage Compliance Settings profile permission can enable and view the features available ...
New to Zoho LandingPage?
Zoho LandingPage Resources