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

    • Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

      Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

    • Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

      With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.

    • Updating Zoho Multi-Select Lookup via Deluge Script

      I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Open a popup window from inside Record A and stay on the record after saving Record B

      Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

    • Enhancements in Canvas

      Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

    • Now filter your records by multi-select pick list values from a dropdown with additional operators

      Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for

    • Multiple Pipelines

      Is it possible to create multiple candidate pipelines?

    • Cross-Data Center Collaboration and / Or allowing users to choose DC

      Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data

    • Solicitud revisión y desbloqueo correos de el dominio ecuatoys.com.ec

      Hola equipo de Zoho, Mi cuenta de correo asociada al dominio ecuatoys.com.ec está bloqueada para el envío de correos (Error 554 5.1.8 Email Outgoing Blocked). Quisiera solicitar su revisión y desbloqueo. Ya tengo correctamente configurados los registros

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Create Funnel to Track Email Outreach Conversion

      Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

    • Log for Scheduled Reports

      Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.

    • Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

      I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").

    • Modules are continuously loading

      Hi! We are not able to open the task modules, it keeps continuously loading

    • How to get the call recording external ID via desk API

      I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

    • Need the ability to have read only fields on a form.

      There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

    • 【Zoho CRM】BCCメール取り込みのアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。

    • Can we have Backorder Management ?

      Can we have Backorder Management ?

    • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

      Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Add timestamp when checkbox is checked in ZohoCRM

      I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done? 

    • Customer Statement Templates

      Hi  In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene

    • HTML Email in Zoho Books

      Is it possible to create custom html email template in zoho books. 

    • Agents permission per department

      Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

    • Don't allow scheduling service on same day

      Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.

    • Presenting the brand new Zoho Bookings!

      Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

    • Expense Entry Error When Trying To Save (Related To Taxes)

      Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are

    • Onboarding Zoho sign documents?

      I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part

    • Email Templates - Is There a Ticket Placeholder for Billing Entity ID

      Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would

    • Integration with Woocommerce

      Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ?  Thanks. 

    • Se puede mover un Cliente de un modulo a otro personalizado

      Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

    • Export Data & Attachments

      Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.

    • Apply partial payments to invoices from the Banking Module

      We need this! Why is this not possible?

    • Zoho Desk: Q1 2025 | What's New

      Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now

    • Feature Request Improve parent-child relationship visibility

      Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

    • Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)

      Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another

    • need a third party to fix email authentication dns records

      at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who

    • How do i move multiple tickets to a different department?

      Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

    • Next Page