Provide a Customer's Data Upon Request

This does not constitute legal advice and is understood to be general guidelines on how you can use Daylite as part of your greater GDPR compliance strategy. To ensure complete compliance with GDPR, discuss with your own council.

A growing number of digital privacy laws include provisions that grant people the right to access the data businesses collect about them. Thus, companies must have a process to find and deliver customer data from all the applications they use.

Select the Customer you're interested in
From the menu bar, choose File and select Print.
Choose the Contact Summary Report
Choose Print
Select your printer settings and choose Print.

If you choose to print as a PDF and send electronically, ensure that you are not sending via an insecure method, i.e., unsecured Email.