The GDPR has stirred up a lot of dust and has not left us alone either. We were particularly concerned about how we can support you as a Daylite user in fulfilling your duties to disclose information to your customers. What exactly can you do within Daylite if one of your customers requests information about stored data or even asks you to delete it?
We found the solution in the iOSXpert PluginCenter: The iOSXpert PluginCenter is installed once and brings you besides reports and print layouts numerous additional functions of the iOSXpert Plugins.
That’s where we have integrated 2 new free functions: With one click you can either export or delete a data record GDPR-compliant. The iO Business Talk video shows you how easy it is to use the new features:
And the third new function? We called it ImportAssistant because that’s exactly what it does: This function helps you to transfer addresses of a person or a company into Daylite with a single click. This sounds dry, but you will save a lot of time in your daily routine. Imagine you receive an e-mail from a prospective customer. Previously, you entered the address data item by item by yourself.
With the ImportAssistant you simply select the e-mail signature. The data of the prospect is automatically transferred to Daylite as a new person or new company. Learn more in this video: