GDPR Consents
New registration of consents on the contact card. On the contact card, all required Consent requests necessary due to GDPR or for sending marketing campaigns are recorded.
Consent can be based on the selected Type of contact detail (person, company) or a specific legal Subjectivity.
Consent can be established automatically or manually by the user
Manually by the user – Consent is based on the contact card
Automatically by the system: if the "Default when creating a contact" field is clicked on the "Content temp. evid. list" template, consent is automatically created when the system is created.
To establish consent, it is necessary to set up a new Consent Temp table. Evid. Sheet (4026541) including No. of Personal Data Requested, which the contact must approve for the given template. (Scope of provided data tab)
New report Evidence of Consent
Added Filter: Consent Evidence tab to API Add Contacts dialogue (4047198) on segments
New Cue for Consent (Consent Sent, Consent Active, Consent Expire) on Administration of users, security groups and permission Role Center
Bug fixing
Functional area | Description | ID |
Insurance | Changing the filling of the Disposal Amount field in the report Insurance Payment by Insurance portfolio from the field “Insurance Company Month Amount” on the Insurance contract header to the value from the field “Amount” of the last installment in the Insurance Company Payment Calendar. | 16640 |
Contract | Addition of a filter for selecting the guarantee category only for active records. | 17959 |
Contract | Adjustment of recalculation for a contract cancelled before activation (contract status "Canceled") | 17879 |
Finance | A fix posting of vendor payment applies if the Payment Ahead module is enabled. Adjustments related to the posting of payment ahead applying are only valid for customers. | 17787 |
Insurance | When calculating the insurance amount, differences could arise between the monthly insurance amount in the insurance contract header and the calendar, because in the calendar the monthly insurance amount was already calculated from the rounded yearly insurance amount and in the header from the unrounded one. | 17506 |
Insurance | During the technical evaluation, the system copies the insurance contract. The extension is to copy the insurance rate change table as well. | 17236 |
Finance | With this modification, the VAT Date is transferred from the Header to the Lines of the Invoice/Credit Memo. The VAT Date in the lines is an unused HUNLOC functionality, therefore, to avoid possible differences, we unify both types of VAT date. | 17946 |
Insurance | Bug logging has been modified so that the error message is shortened to 250 characters and the length is not overflowed. | 17568 |
Insurance | The possibility of setting up a check on the existence of insurance contracts at the level of the insurance product without specifying the insurance company | 17084 |
Maintenance Permission | Bug fixing on Maintenance Permission Field Customer No. (300) will not be editable on the Maintenance Permission card. | 18116 |