GDPR Administration

Summary

Merlin has a range of functionality that can assist with GDPR Compliance. This page documents the administrative configuration for GDPR related functionality.

Setting Configuration

 Data Validation

 

 

Library Configuration

 

Library Data

Data Consent Method (Administration > Clients > Data Consent Method)

When registering a Client’s Data Consent, the user will select a Data Consent Method from the drop-down list. The Data Consent method selected will set the expiry date from today’s date for the Client.

 

 

 

Purge Exception Reason (Administration > Clients > Purge Exception Reason)

This library allows the entry of various legitimate reasons for not purging a clients data through the Client Purge Tool. 

You only have a Description and Active column in this library.

 

Communication Type (Administration > Clients > Communication Type)

This library enables the maintenance of the different communication types found within the data consent tab used by users registering and updating client communication preferences. Entries here allow you to maintain if you want to seek permission for specific purposes such as marketing and Parasite reminders, or re-order and modify to limit the number of options.

 

 

Communication Channel (Administration > Clients > Communication Channel)

This library enables the maintenance of the different communication channels, such as Email, post and Text.

You can add further channels as your business requires, however the system defined options cannot be changed or hidden.

 

 

 

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