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Recent Software Developments Focused on Security & Privacy

Listed below are some of the key enhancements that have been recently added to axis diplomat and axis payroll to improve our customer's ability to address data security and privacy concerns.

Monitor of Audit Trail Events

Available to all customers with axis diplomat 2016 or above

Release Date: 23/05/2018

User Activity monitor tabs can now be filtered to show activity on specific types of object.

The example below shows a monitor filtered to show all updates to Customer Accounts and Contacts this month, and who made them.

Identifying what updates have been made to your data, when and by whom, is an invaluable tool in maintaing data security and integratity, not only in light of the General Data Protection Regulation (GDPR) but as a management tool in general.

New Anonymisation Function

Available to all customers with axis diplomat 2014 or above

Release Date: 05/03/2018

One aspect of data protection that will come into effect with GDPR on 25th May 2018 is the "right to erasure", also known as the "right to be forgotten". In essence, this is the right of an individual to request the deletion or removal of their personal data.

To facilitate this, we have introduced a new Supervisor Function, Anonymise Data.

The function simply prompts for an email address and then locates each customer, supplier or document contact associated with that email address. For each matching contact, the name, telephone number, mobile number, fax and job title are cleared.

The email address will be set to "forgotten9999@nodomain.com" and the contact name to "Forgotten 9999" where 9999 is an automatically incrementing number.

This change has been made available at axis diplomat 2014 and above (i.e. all versions within mainstream support).

For more information:

http://beta.axisfirst.co.uk/gdpr/

https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/right-to-erasure/

Improved security by identifying copy system documents

Available to all customers with axis diplomat 2014 or above

Release Date: 08/02/2018

Modifications have been made to add a watermark to all Document Designer-based documents produced from copy systems. The word "Sample" is overlaid with details of when the document was produced, from which workstation and by whom.

This enhancement helps prevent documents generated by copy systems (for example during testing or training) being incorrectly interpreted as genuine.

This change has been made available at axis diplomat 2014 and above (i.e. all versions within mainstream support).

Improved security by identifying the source of printed documents

Available to all customers with axis diplomat 2014 or above

Release Date: 06/02/2018

Modifications have been made to axis diplomat and axis payroll to print, at the foot of every page on every report within the system, details of when the report was produced, from which workstation and by whom.:

As well as traditional axis diplomat reports, this also applied to any printed reports generated via a right-click Print Preview within any scrolling data list. The example below shows a print preview from Sales Business Intelligence:

This change has been made available at axis diplomat 2014 and above (i.e. all versions within mainstream support).

Marketing Preferences added to Import/Export Functions

Available to all customers with axis diplomat 2014 or above

Release Date: 27/06/2018

The contact preferences held against each customer contact for marketing purposes were recently extended to include Telephone, Post, Fax and SMS in addition to Email. These fields are now included in the file created by Export CRM Details and can be updated by the function Import Contact Details.

Additional information shown in Maintain Campaign Details

Available to all customers with axis diplomat 2014 or above

Release Date: 07/06/2018

Following on from recent modifications to improve handling of customer's contact preferences and choices, as a result of the General Data Protection Regulation (GDPR), some enhancements have been made to the Maintain Campaign Details function.

For customers with axis vMerchant websites, who are now able to publish selected campaigns to allow multiple newsletter subscriptions, an additional column now shows the Published state of each campaign:

When viewing a campaign's Membership List, additional columns now indicate each member's preferred contact method and whether they accept contact by email, telephone, post, fax or SMS:

Import Anonymisation from CSV Function

Available to all customers with axis diplomat 2014 or above

Release Date: 04/06/2018

A new function has been added to allow a number of customer accounts to be anonymised at once by importing from a CSV file.

The CSV file should contain the references (for example 01/3001) for each customer account to be anonymised.

All contacts on those accounts will be anonymised provided that they do not have an oustanding balance, unposted transactions, outstanding sales orders, quotations, service contracts or service contract requests.

Block Update Contact Permissions

Available to all customers with axis diplomat 2014 or above

Release Date: 21/05/2018

Customer Record Block Amendment has been updated to allow you to set the contact permissions for contacts across a selection of customer accounts or even all accounts.

This allows you to mark contacts as accepting or declining emails, telephone calls, post, fax or SMS communication. It is particularly useful for marking all of your contacts as declining all forms of communication prior to asking them to re-confirm their consent, to comply with the General Data Protection Regulation (GDPR).

Email Subscribers and Export Campaign Membership

Available to all customers with axis diplomat 2014 or above

Release Date: 16/03/2018

The option to export campaign membership details has been extended to allow only those customers that accept emails (or only those that do not) to be exported.

This is ideal if you wish to export your campaign membership details to a third-party emailing solution. It is also useful if you wish to send a printed catalogue, for example, to those customers who do not accept email.

The exported file now also contains a separate column to indicate whether the recipients accept emailshots to allow subsequent filtering in third-party applications.

With the new GDPR regulations placing greater emphasis on permission-based marketing, this gives you greater control over the way in which you communicate with your customers.

eBusiness Mailing List module made standard

Available to Software Assurance customers with axis diplomat 2016 or above and the axis vMerchant module

Release Date: 02/03/2018

To better equip axis diplomat users to handle the requirements of GDPR, the eBusiness Mailing List module has now been made standard on systems with links to axis vMerchant-based websites.

The module allows you to configure a pseudo customer account to hold details of people who use your website to subscribe to, or unsubscribe from, your marketing emails or newsletters without purchasing on your site.

If one of these subscribers subsequently places an order on your website, their details are moved to an actual customer account so that, at any point in time, the pseudo account only holds details of those who have subscribed but not yet purchased.

For those with template-based websites, subscribe and unsubscribe pages already exist. Bespoke axis vMerchant websites will need the appropriate pages creating.

For more information:

http://beta.axisfirst.co.uk/software/axisdiplomat/modules/ebusiness/eBusiness-Mailing-List/15205

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