FAQs in this section
Are consents required if my business does not operate in the EU?
What should I know before I set up consents?
What is deduplication of contacts?
How do I know if a contact has granted permission to track emails?
Where can I find the Vtiger Privacy Guard extension when installed?
What are the types of consents available in Vtiger CRM?
Is there a way I can hide consents from certain contacts?
What is the kind of data for which I need consent?
What are the benefits of the Vtiger Privacy Guard?
Is the Consents module available in all Vtiger editions?
How should I set up the From email address to send consent emails?
How do I set up consents?
How do I install the Vtiger Privacy Guard?
How do I enable the Consents module?
How do I set up the deduplication of contacts to configure consents?
How do I set up consents to store personal data?
How do I set up custom consents?
How do I set up tracking consents?
How will I know if a contact wants to have their personal data erased from the CRM?
What should I do to know if a contact wants me to stop using their data?
What happens when a contact requests to stop processing their data?
How do I unlock a contact record that is locked because the contact requested to stop processing their data?
I am not able to uninstall the Vtiger Privacy Guard. Why?
How do I uninstall the Vtiger Privacy Guard?
How do I erase a contact's personal data?
How do I know if a contact has requested data erasure?
How do I know if a contact has requested to stop processing their data?
How do I know if a contact has granted permission to track their document engagement?
Is it possible to know when the last consent request was sent to a contact?
Where can I find the personal and encrypted data of a contact?
How do I send a consent request to a contact?
What is a consent?
What is the Vtiger Privacy Guard?
Why does my business require consents?

Is there a way to set up notifications related to consents?

Yes, there’s a way to automatically notify a contact when you update the consent configuration or a contact’s details. The notification will contain the revised consents, which the contacts must review.
Follow these steps to set up consent notifications for contacts:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings.
  4. Select Consents under Configuration
  5. Click the Consents Notifications Settings button located below Consents section introduction.
  6. Select one or both of the options below:
    1. Automatically notify contacts when they match conditions for a new consent due to a change in their profile (customize email - sent daily at 10AM) or to a change in your privacy policy (customize email - sent Friday at 3PM): This option, if enabled, 
      • Automatically notifies contacts at 10 AM daily IF they match a consent condition due to a change in their profile in the last 24 hours.
      • Automatically notify contacts on Friday, 3PM IF there was a change(s) in your privacy policy in the last one week.
    2. Include a link to the preference page in direct emails: Upon selecting this option, the Privacy Preferences link is embedded in the ad-hoc or direct emails that you send your contacts.
  7. Click the +Add preferences page link button to add the Privacy Preferences link to the bottom of your email by default.
  8. Click Save.
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