Bitrix24Care

GDPR for CRM app

General Data Protection Regulation came into effect on May 25, 2018.
To make sure our users can follow the law, we developed a solution allowing you to anonymize CRM data per customer request.

Installation

Find the app in the Market section of your Bitrix24 account:
Click Install:
After you read and accept the Terms and Conditions, click install once more:
Finish the installation process:
When redirected to the application's settings page, it means the app is now successfully installed:

Set it up in the corresponding tabs, save the settings and you'll be good to go.



Once the app is set up, you'll be able to access its tab in CRM items, for example in contacts:

GDPR tab in contacts.jpg

You'll be able to view the list of data to be anonymized and start the process right in this tab. If required, you may also create a PDF report file on the data that has been anonymized.

Anonymize data option.jpg

The Report option will let you download a PDF file with a list of current customer personal data. If used before the contact is anonymized, real data will be displayed. Once the data is anonymized, the list will contain random values.

Report.jpg

A system notification will let you know that a particular item has been anonymized.

GDPR for CRM notifications.jpg

Should you face any difficulties, do not hesitate to contact Bitrix24 support. Our dedicated Integrations team will be delighted to assist you further.
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