Every customer or other contact has a right to request a summary of the data you have on them. Coordinate with your data protection expert exactly which data must be made available to customers. You can obtain a sample text template providing basic data from your Bp event account manager.
- If you are working with the standard version of Bp Event, select an appropriately configured Text template, which lists all the required fields.
- If you use the CRM plus module, select an appropriately configured Data sheet to inform your customers according to data protection rules.