Prior to GDPR, the last time the European Union introduced legislation regarding data handling and protection was in 1995 with the EU Data Protection Directive. 

Fast forward twenty years and the technological landscape has changed: we live and work in a more connected world, with the advent of social media, mobile devices, and cloud computing.

The EU General Data Protection Regulation (GDPR) is a new set of data protection legislation, designed to make data handling laws across the European Union more up-to-date. It came into force on May 25th 2018.

How your business handles GDPR depends on the kind of data you gather on your customers, as well as how you collect and store it.

We can't provide specific advice on compliance for your business, but we'd recommend starting by visiting the European Union's dedicated website for GDPR: EUGDPR.org, as well as checking out resources on websites that you trust.

The software/service and Klipboard are compliant with GDPR.

We designed the platform with security and data privacy in mind. Like many of your favourite tech companies, our platform is hosted on Amazon Web Services, which are fully compliant with GDPR.

Our privacy policy has been updated for GDPR and there’s a new GDPR Information page that you can find under the “Useful Links” heading in the footer. This page shows the most up-to-date list of sub-processors we use and is where you can request a Data Processing Agreement.

To help you better process personal data lawfully, we’ve added a new “Legal basis for processing data” drop-down to People & Organisations so you can document this properly. 

For information on the legal basis for processing data, see the Information Commissioner’s Office (ICO) website. Remember the ICO is a UK authority, so check local resources, too.

In People & Organisations, you can now delete an organisation that was associated with an invoice, opportunity, or other record. 

Associated records are not deleted for record-keeping, but we anonymise all identifying information. For example, an organisation might become “Deleted Organisation #395” across the system. 

Head to System Setup > Actions Log to review a system-wide overview of user actions in your System.

Export a variety of data in System Setup > Export Data, including discussions.

Use Roles to restrict what particular users can see and do in your system. 

Remember, non-admin users do not have access to System Setup, so cannot export data en masse from System Setup > Export Data.

In addition to EUGDPR.org, our integration partners have some great articles on GDPR that you might like to check out:

We also have a page on our website that provides more information on GDPR