• Data Privacy Request from Users

    Hello, I wonder if you came across the situation of a data privacy request from a user of SugraCRM. According to GDPR a users are also data subjects and can therefore ask which personal information is stored and in c...
    Stefan Jaenicke
    last modified by Stefan Jaenicke
  • Delete document files but not metadata

    Hello everybody,   to comply with privacy regulations, we need to delete certain documents via the API. However, we only want to delete the actual file (PDF, etc.), but not the metadata, that there was something...
    Alex Nassi
    created by Alex Nassi
  • checkbox as required field in Leads module

    hi All,   I am trying to ensure that checkbox is a required field in leads module. basically its a GDPR privacy statement and we need to make sure that checkbox is checked before submitting a lead in CRM. This n...
    Alex Nassi
    created by Alex Nassi
  • Mass delete opted-out records

    Hi All   I'm using Sugar 8.X as an on-demand instance, connected to MailChimp via SugarChimp. Following the new data protection regulations, we have a lot of old leads as well as a massive amount of people whom...
    Nicolas A
    last modified by Nicolas A
  • gdpr personal data export

    I have upgraded to Sugar8 on-demand and would like to find out:   1) how I can export the personal data of a contact if they request.  I can see the personal data from the View Personal Info option in recor...
    Alex Nassi
    created by Alex Nassi
  • GDPR erasure requests - importing previously removed records

    Is anyone else struggling to get their head around GDPR erasure requests?   Say someone requests to be erased from your systems. You follow the new legislation, process their request, and delete their data. ...
    Philippa Grover
    last modified by Philippa Grover
  • Privacy policy sample

    Hi All   We're currently revising our data processing tools to be prepared for EU GDPR by end of May. For that reason, I'm re-writing our general privacy policy which should explicitly include each of our tools....
    Nicolas A
    last modified by Nicolas A