Regarding GDPR consents, the customer must consent for any channel of communication, before the dealer initiates any business process (e.g. appointment creation, lead creation, service order creation) which are triggering digital communication with the customer.
The current GDPR status is visible in several pages (BP, Lead, Opportunity, Purchase Lead)
There are 4 different statuses supported:
- GDPR required: All Consent's channel are set to null (consent's channel values are not set to "true" or "false") ) Note: Lead creation via "Promo page" at "My site" will create CP/BP with GDPR status: "GDPR required" - on mouse hover on this notification the message "There is no existing GDPR yet. Please ask the customer to give a GDPR consent before starting the process." will be displayed.
- GDPR expired Any Consent's channels already set (consent's channel values are set το true or false) with creation date of the Consent's channels, greater than or equal to the months set by GDPRValidUntil) - on mouse hover on this notification the message "The current GDPR has expired. Please contact the customer in order to verify or update it." will be displayed.
- <blank>: Any Consent's channel already set (consent's channel values are set το true or false) with creation date of the Consent's channels, less than the months set by GDPRValidUntil Note: At the creation of CP/BP the Consent's channels are set to "false" → GDPR status <blank>
- Error - If there is any Consent's channel already set but for some reason the "Consent's creation date" is corrupted.
Configuration
Setup key: GDPRValidUntil
Defines the number of months as a time span between the last GDPR signed consent and the current date.
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