DSGVO – Fortsetzung - Wir stellen vor: Anfragen von betroffenen Personen und weitere DSGVO-Konformitätsvoreinstellungen in Zoho CRM

DSGVO – Fortsetzung - Wir stellen vor: Anfragen von betroffenen Personen und weitere DSGVO-Konformitätsvoreinstellungen in Zoho CRM

Hallo Leute,

Im Anschluss an unseren vorherigen Beitrag hier ein paar weitere DSGVO-relevante Funktionen in Zoho CRM.

Anfragen betroffener Personen handhaben

Betroffene Personen können ihre Rechte über das Portal oder im Zuge der E-Mail- und telefonischen Kommunikation wahrnehmen. Ab jetzt können Sie Anfragen Ihrer betroffenen Personen nachverfolgen und diese fristgerecht in Zoho CRM bearbeiten.

Wechseln Sie zum Datenschutz-Register auf der Eintragsdetails-Seite (DSGVO-fähiger Module). Dort finden Sie den Abschnitt Betroffene-Personen-Anfragen.

Wenn die Anfrage per Telefon oder E-Mail einging, können Sie diese über die Eintragsdetails-Seite manuell hinzufügen.

Wenn betroffene Personen eine Anfrage per Portal stellen, wird die Anfrage automatisch dem zugehörigen Eintrag in Zoho CRM zugeordnet. Nachdem die Anfrage hinzugefügt wurde, können Sie geeignete Aktionen zur Erfüllung der Anfrage je nach Typ einleiten.

Ein Beispiel: Wenn Sie eine neue Anfrage zum Datenexport hinzufügen, werden Sie sofort aufgefordert, mit Hilfe von drei Schaltflächen auf die Anfrage zu reagieren – E-Mail senden, Anfrage schließen und Anfrage löschen. Wenn Sie auf E-Mail senden klicken, können Sie Ihre Mitteilung per E-Mail formulieren
Einblendung, wobei der Eintrag automatisch als CSV-Datei angehängt wird. Sie können die Anfrage auch löschen und sogar schließen, wenn dieser nachgegangen wurde.


Sie können Anfragen betroffener Personen auch im Überblick-Dashboard verfolgen – über
Einrichtung > Konformitätsvoreinstellungen > Überblick.


Wenn Sie mehr zur Handhabung von Datenanfragen betroffener Personen in Zoho CRM erfahren möchten, klicken Sie bitte hier.

DSGVO-Konformitätsvoreinstellungen

Wir haben nun weitere Einstellungen zur Einwilligung und Handhabung personenbezogener Daten im Voreinstellungen-Register Ihrer DSGVO-Konformitätsvoreinstellungen hinzugefügt.


Wartezeit:

Wenn Sie Einwilligung als rechtliche Grundlage zur Verarbeitung von Daten Ihrer betroffenen Personen wählen, können Sie ein Einwilligungsformular zum Erlangen der Einwilligung in Zoho CRM versenken.

Unter Einwilligungseinstellungen können Sie nun eine Wartezeit zum Erlangen der Einwilligung festlegen. Nach Ablauf dieser Wartezeit wird der Eintrag in den Nicht-reagiert-Status überführt und automatisch gesperrt.

Aktionen, wenn keine Einwilligung erlangt wurde:

Sie können auch wählen, was mit einem Eintrag geschehen soll, wenn sich die Einwilligung im Ausstehend- oder Warten-Status befindet. Folgende Möglichkeiten stehen zur Auswahl:
  • Daten wie üblich verarbeiten
  • Datenverarbeitung stoppen
  • Bestimmte Aktionen wie E-Mail, Anruf, Bearbeitung, Datenzugriff per API etc. untersagen

Handhabung personenbezogener Daten:

Unter Handhabung personenbezogener Daten können Sie unterbinden, dass in personenbezogenen Feldern gespeicherte Daten zu anderen Zoho-Apps, Drittanbieterapps sowie durch Exporte übermittelt oder per API verarbeitet werden. Wenn Sie mehr zur Handhabung personenbezogener Daten in Zoho CRM erfahren möchten, klicken Sie bitte hier.

Dies ist derzeit alles. Schauen Sie regelmäßig an dieser Stelle vorbei, wenn Sie mehr zu Aktualisierungen und Erweiterungen zum Thema DSGVO in Zoho CRM erfahren möchten. Mehr zu DSGVO und Zoho CRM finden Sie hier.

      • Recent Topics

      • Conversion of functions from Google Spreadsheets

        Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

      • Zoho Books | Product Updates | November 2024

        Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

      • Spell check sucks

        Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

      • Signature image logo not displaying in recipient mail clients

        Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

      • Sales Order, what are the statuses under Confirmed and Closed

        Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

      • Notifications for calendar meetings

        So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.

      • Reusuable Sections & Universal Brand Settings

        Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.

      • Blockchain technology

        Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

      • Este domínio já está associado a esta conta

        Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

      • not able to hit inventory api

        when i hit the api with my account keys and the access is provide by the client

      • 553 Relaying disallowed error

        Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

      • !! URGENT My sent mail goes to spam

        I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

      • Event Time Zone in meeting invites are confusing users

        When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

      • Request For Quotation (RFQ) module

        Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

      • Constant Sync Errors 🙄

        I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

      • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

        We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

      • javax.mail.authenticationfailedexception 535 authentication failed

        Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

      • Out of Office not working

        I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

      • Always display images from this sender – Is this feature available?

        In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

      • Some emails are not being delivered

        I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

      • Unbilled Items Report?

        Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

      • Making Calls Using ZDialer on Zoho Creator Widgets

        The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

      • ALL sent mails from my zoho email id go to spam

        when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!

      • Não consigo enviar e nem receber e-mails

        Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?

      • Time Field

        Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

      • Receiving email problem

        I can send an email but can't receive from other platform like Gmail

      • Mas de 48 horas sin correo

        Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

      • Your account has been blocked due to security reasons.

        Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to

      • Displaying related quotes in sales order and back

        Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

      • Details & Limitations of the Free Forever Plan

        I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

      • Missing Folders on iPhone Zoho Mail

        Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.

      • Query table pull last 12 months

        I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

      • ChatGPT only summarize in English

        Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

      • Vendor Assignment issue for staff in User Roales

        there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will

      • No Hope for Zoho Meeting

        Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

      • Inventory Management for Manufacturer

        Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the

      • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

        Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

      • Develop and publish a Zoho Recruit extension on the marketplace

        Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

      • Why is Zoho Meeting quality so poor?

        I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

      • Next Page