Privacy, custom fields and exports
Handle people's requests about their data within the deadline your country's law sets, and respect anyone who asked not to be contacted. Custom fields reach clients and deals, and more lists download to a spreadsheet.
New
-
Security
New Privacy requests: record, assign and answer people's requests about their data
The deadline is worked out from the law of your organization's country, in business days and with its holidays, and you are warned before it runs out.
-
Security
New Hand over a copy of a person's data or erase it, with a preview of what is removed
The request shows where in the application their data appears.
-
Clients
New "Do not contact": mark a person and they receive no proposals, emails or WhatsApp messages
Invoices still go out, because the law requires delivering them.
-
Settings
New Accept the data processing agreement from Settings and download the record
-
Clients
New Custom fields for clients and deals, managed from Settings
Six new types, such as a list of options, email, phone and link; required fields and fields that cannot change once filled.
-
General
New Download your contacts, deals, tasks, catalog and form responses to a spreadsheet
The clients file now includes your custom fields.
-
Settings
New Create your account with Google
Improved
-
Forms
Forms with a consent checkbox and your own thank-you message
Each response keeps the text that was accepted. You can hold responses to review them before they become deals.
-
Forms
Public forms are protected from automated submissions
-
Team
The activity log reads as sentences: what happened, who and when
And it downloads to a spreadsheet.
-
General
Error messages say what needs fixing
Fixed
-
Invoices
New invoices and documents are dated on your organization's day
No longer the day of the computer you sign in from, which may be in another time zone.
-
General
A required field is no longer flagged empty before you fill it in