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Tony Roma

Technical and UX writer for Insightly. If you're reading a help article, I probably wrote it. :) Sign in and follow my profile to be notified when new articles are published.

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Activity overview

Latest activity by Tony Roma
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    Tony Roma created an article,

    What are the User Generated Activity and User Activity Reports?

    This article is part of the Insightly Reporting Guide Two Insightly reports focus on the tasks, events, and emails — or "activities" — related to your Insightly users. Both of these repor...

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    Tony Roma created an article,

    How to anonymize someone's information in Insightly

    To protect their rights under local laws and regulations, a contact may have the right to request that you anonymize all data that you have gathered about them. With the right technical resources a...

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    Tony Roma created an article,

    How to extract someone's information from Insightly

    To protect a contact's rights under local laws and regulations, they may have the right to request that you provide all data that you have gathered about them. With the right technical resources an...

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    Tony Roma created an article,

    Consider a web visitor's rights when building a webform

    With regulations like GDPR expanding our rights to privacy, it's important to have proper authorization from someone before sending business communications to them. When using Insightly's Web to Le...

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    Tony Roma created an article,

    Implementing data retention policies in Insightly

    Depending on your business' data retention policies, you may have to delete, extract, or modify data that was created before a certain date. You can create a custom list for each object (contacts, ...

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    Tony Roma created an article,

    Tracking opt-in choices for your contacts and leads

    With regulations like GDPR expanding our rights to privacy, it's important to have proper authorization from someone before sending business communications to them. You can create a custom opt-in f...

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    Tony Roma created an article,

    How to enable or disable email tracking

    When sending email from Insightly, you will need to ensure you're meeting any legal requirements to protect recipients from spam or unwanted emails. Insightly can provide email metrics for opened e...

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    Tony Roma created an article,

    How to delete someone's information from Insightly

    To protect their rights under local laws and regulations, a contact may have the right to request that you delete all data that you have gathered about them. With the right technical resources and ...

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    Tony Roma created an article,

    Insightly and the General Data Protection Regulation (GDPR)

    The General Data Protection Regulation (GDPR) is an EU regulation that expands the protection of personal data of EU citizens. In doing so, it also expands the obligations of organizations who coll...

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    Tony Roma created an article,

    How to set up a Dynamic Layout Rule

    This feature is only available in the New Insightly. Create a Dynamic Layout Rule when you'd like a create/edit page to change based on a user's input. To create a Dynamic Layout Rule, Advanced ...