Skip to main content
CCH Software User Documentation

Personal Data

  1. Last updated
  2. Save as PDF

Product Help Banner.png

 

GDPR states that Personal Data means any information relating to a person who can be identified, directly or indirectly, by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural, or social identity of that natural person.

CH Central offers practices the ability to mark as Personal Data the extra fields and association types which they consider personal information.

Personal Data, has been added in the Extra Fields screen, allowing users the ability to set which Extra Fields and Category Extra Fields are personal data.

An icon has been added to the Extra Fields grid within the Extra tab from the Client and Contact screen and also in the Add New Client or Contact Wizard, to identify the extra fields that were set as Personal Data in the Extra Fields screen.

GDPR - personal data.PNG

Users can set the association types as Personal Data within File> Maintenance> Internal > Association Types screen.

GDPR - personal data ass types.PNG

The Personal Data icon is displayed in the Associated tab within Client and Contact screen and Add New Client or Contact Wizard for the relationships that are set as Personal Data in the Association Types screen:

GDPR - personal data ass tab.PNG

 

 

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
    Product
    CCH Central
  2. Tags
    This page has no tags.