Skip to main content
CCH Software User Documentation

Extra Fields - GDPR Consent scope

Product Help Banner.png

 

Users can define GDPR consents using Extra Fields. For this purpose, a new scope, called GDPR Consent, has added in the Applies To (bottom section) within the Extra Fields screen, allowing users the ability to define consents using extra fields

Click on the main menu File > Maintenance > User Defined > Extra Fields to create a new Extra Fields.

Central - Maintenance - User defined - Extra Fields - gdpr.PNG

The following rules are applied for the GDPR Consent scope from the Extra Field screen:

  • The GDPR Consent scope can only be applied for the Extra Field or Category Extra Fields that were applied for Contact. The following message is returned if the GDPR Consent is ticket on an Extra Field which is not applied to a Contact.

GDPR - message when not applying contact.PNG

  • The GDPR Consent scope cannot be applied on the Category Extra Fields with the Data Type: Flag. The following message is returned if the GDPR Consent is applied on a Flag Category Extra Field.

GDPR - message when not applying flag data type.PNG

Note

GDPR consent can be applied when a singular Extra Field has a Data Type: Flag.

  • The following message is received if the user tries to untick the GDPR Consent option from an extra field if the consent is in use:

GDPR - message when field is in use.PNG

 

 

  • The following message is received on the Extra Fields screen when a user tries to delete a GDPR Consent extra field that is an open consent:

GDPR - message when deleting a field.PNG

 

  • The following message is received when an extra field is applied to GDPR Consent scope is selected in the Bulk Update Wizard from the Find Clients or Find Contacts screen:

GDPR - message when bulk update category field.PNG

 

  • The following message is received when a user tries to mark as inactive a GDPR Consent extra field which is in use:

GDPR - message making gdpr inactive.PNG

  • GDPR - symbol.PNG This icon is displayed on the GDPR Consent extra fields within the Extra tab from Client or Contact screen:

 

  • Was this article helpful?