Equitotal Help Center


            General Data Protection Regulation (GDPR)

            For all European professionals

            It is your responsibility to ensure you have obtained consent from your clients. However we have put in place a procedure which will make it easy for you to comply.

            New Customers

            Tick the GDPR box when you create a new customer.  This will add a paragraph to their welcome email. This has a link where they can see what details you have put in their customer record. They can complete any missing lines. At the bottom of the form there are 2 tick boxes requesting consent for you and us to store their data and to contact them. When they tick these, the customer record will change from not having consent to having consent.
            * Please note we require consent not so we can contact your customers but because some of the automated emails come from donotreply@equitotal.com and we are also indirectly storing their data.

            Existing Customers

            Goto Reports and all customers who have not given consent will appear here. Select All or individual customers. They will receive a mail with a link to the same form as in New Customers. When they have given consent their name will no longer appear in the list. In the customer record - Consent given to contact this customer will change from No to Yes
            Goto Reports and follow the instructions as above. 

            Request to delete

            On the bottom of the consent form is a request to delete. This is a requirement of GDPR. We will inform you that a customer has requested their details to be removed. We will do this within 30 days. This does not mean you will loose any invoices with their address on or forms that have been completed. These will continue to be stored.

            Updated: 07 Jul 2018 04:10 AM
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