GDPR

Overview

Extension to support General Data Protection Regulation

Installation

  • Install the extension manually in CiviCRM. More details here about installing extensions in CiviCRM.
  • Fill in GDPR settings (Navigate to Contacts >> GDPR Dashboard or navigate to civicrm/gdpr/settings)

Usage

  • A new tab 'GDPR' in contact summary will display group subscription log for the contact, as well as the last time they accepted the site Data Policy and updated their Communications Preferences.
  • 'Forget Me' button in GDPR tab, which performs the below action.
    • Anonymize/Update contact's last name based on GDPR settings.
    • Delete contact's email/address/phone/IM/website.
    • Cancel all active memberships and update to 'GDPR Cancelled' status using staus override.
  • Custom search 'Search Group Subscription by Date Range' which can be accessed from GDPR Dashboard.
  • Access list of contacts who have not had any activity for a set period of days from GDPR Dashboard and perform action on the contacts.
  • Sitewide Data Policy acceptance can be configured from within GDPR Settings.
  • Event settings have a new tab to set Terms and Conditions which are added to the registration form.
  • A Communications Preferences page at civicrm/gdpr/comms-prefs/update allows contacts to update their channels and group subscriptions. The settings for this can be reached from the GDPR Dashboard. There are tokens and an action link available to generate personalized links (with checksum) to the Communications Preferences page.

Documentation

View the GDPR documentation at https://docs.civicrm.org/.

Support

support (at) vedaconsulting.co.uk

Change Log

v2.7

Includes:

  • Data Policy/T&C web page link instead of uploaded file - #97
  • Capture T&C condition field for new contacts - #123
  • Fatal Error making contribution after redirect #118
  • Anon overwriting current user #121, Inherit profile's duplicate match option #127
  • Comms prefs in contributions and events #129
  • Update all privacy options during 'Forget Me' process #132, #133
  • Forget me should clean out selected custom groups #146
  • Transalation updates
  • What to do with email in case of Forget me action #145
  • Allow "Forget Me" to optionally delete some activity types #13
  • Add missing data check and means to fix it. #167
  • Default terms and condition text #172, #165
  • Navigation Menu item for multi domain #183

v2.6

Issues

Features

v2.5

  • README Updated for failed 2.4 release

v2.4

v2.3

v2.2

  • Bulk Email Token fix
  • Documentation Updates
  • Rename DPO contact reference
  • Wordpress front end URL for comms preferences
  • Only show active profiles on the comms references confiuration page
  • CiviCRM 4.6 IM call conditioned

v2.1

  • Various fixes
  • 4.6 Compatibility