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GDPR and Privacy Protecting Contact Data

Understand how Tesoro helps you stay GDPR-compliant and protect contact data.

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GDPR Basics for Contact Management

What is GDPR?

General Data Protection Regulation - EU law for protection of personal data.

Key Principles

1. Lawful Basis:

  • Consent (permission from contact)
  • Contract (necessary for service)
  • Legitimate interest (business interest)

2. Data Minimization:

  • Collect only necessary data
  • Don't fill more fields than needed

3. Purpose Limitation:

  • Use data only for stated purpose
  • No marketing emails without consent

4. Right to Access:

  • Contacts can request their data
  • Export function available

5. Right to Erasure ('Right to be Forgotten'):

  • Contacts can request deletion
  • Tesoro offers permanent delete function

GDPR Features in Tesoro

Built-in GDPR Tools

1. Consent Tracking:

  • Custom field 'Marketing Consent' (Yes/No)
  • Track consent date
  • Document consent source

2. Data Export (Right to Access):

  • Export all contact data as CSV
  • Include activity history
  • Include communication history

3. Permanent Delete (Right to Erasure):

  • Delete contact → Confirm 'Permanent Delete'
  • All linked data is removed
  • Irreversible - canniet be recovered

4. Data Retention:

  • Auto-delete inactive contacts after X years (optional)
  • Compliance with data retention policies

5. Access Control:

  • Role-based permissions
  • Audit trail of who viewed data
  • Field-level security

GDPR Best Practices

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Frequently Asked Questions

chevron_right How do I export all data of a contact (GDPR data request)?
Open the contact, click Actions > Export Data. All contact information, notes, emails, tasks and activity history are exported as CSV. Send this file to the person who requested it.
chevron_right How do I permanently delete a contact (Right to be Forgotten)?
Open contact > Actions > Delete Contact. Choose 'Permanent Delete' (niet soft delete). Confirm the action. The contact and all linked data are permanently deleted and canniet be recovered.
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