Consents tab from Client and Contact screen

A new tab, called Consents, has been added in the Extra tab from Client and Contact screen, allowing users the ability to manage consents using the extra fields which are applied to GDPR Consent scope in the Extra Fields screen. The Consents only displays the GDPR Consent extra fields which have a value within the Extra tab from Client or Contact screen:

The following columns are available in the Consents grid:

Date Received: Users can enter the date when the consent from the client or contact is received. This field is mandatory, and the following message is received if a date is not entered:

Description: This field represents the name of the GDPR Consent extra field and it is by default populated in the Consents grid if the extra field has a value set within the Extra tab from Client or Contact screen.

Consent: This field is populated with the value of the GDPR Consent extra field set within the Extra tab from Client or Contact screen.

Source: Users can select an option for the consent source:

Expiry Date: Users can set when the consent expires.

Consent Document:

• If CCH Document Management is installed, users can associate a document to the consent.

1. On the Consent Document line, click on the ellipsis, .
2. Select a document from the or search a file by typing the name in the Search For field
3. Click OK to save the change and close the dialog.
4. The name of the selected file is displayed in the Consent Document field and it represents a hyperlink to the file.
5. The file set in the Consent Document can be deleted by using the Remove Link option from the right click menu.

• If CCH Document Management is not installed, when the user clicks in the Consent Document then a message is displayed: This operation is not possible as the practice is not licensed for Document Management.

Withdrawal Document: If CCH Document Management is installed, users can associate a withdrawal document to the consent. The Withdrawal Document field has the same functionality as the Consent Document.

Users cannot delete the consents directly from the Consents grid. A consent can be deleted if the user removes or changes the value of the GDPR Consent extra field from the Extra tab within the Client or Contact screen. The following message is received in the Extra tab if a user changes or removes the value of a consent that is in use:

The history of changes made to the Consents grid from the Client and Contact screen is recorded in the Audit Trail which can accessed via main menu File > Maintenance > Audit Trail if the user has the permission to access this area.