Knowledge Base

When creating a new Compliance Record, the Person or Lead field will automatically be populated, along with their Email address from the Person or Lead record.  Legal Grounds  When creating a Compliance Record, you will need

When creating a new Compliance Record, the Person or Lead field will automatically be populated, along with their Email address from the Person or Lead record. Legal Grounds When creating a Compliance Record, you will need

Note: You’ll need to ensure that you have enabled the Compliance Module prior to attempting to create them via any of the below methods.  There are several ways to create compliance records: Manually:  Inside a

Compliance records are available as an additional Module on all Customer Databases. By default they have been turned off, but can be activated by a System Administrator via Start > Configuration > Users & Security

NOTE: Please note that the Compliance record has been created in order to help you store your compliance under GDPR; Workbooks is not able to advise you specifically on how you control your data to