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Personal Data Capture Form
Security Classification: Internal Use Only Date completed:
dd/mm/yyyy
Project or business ...
Credit card details
Provision of product upd...
Customer address
Website sale
Customer email address
(blank)
Customer IP address
Completed by: A.N. Other
Special category of personal data?
Obtained from data subject?
The name of the customer; sometimes different to the name of the person receiving support Email address of the customer; usually a business email but often a gmail or hotmail account Phone number, usually business but could be personal
No
Credit card details
Website sale
Customer address
6
Website sale
Customer IP address
7
Post-sale review requests
Customer name and email address
8
Newsletter
Customer name and email address
9
Provision of product updates Feedback survey requests
Customer name and email address Customer name and email address
11
Post-sales support
12
Product sample downloads
13
LinkedIn Connections
14
Pre-Sales Enquiries Customer name, company, email address and telephone number
15
Human Resources
Project or business process
Personal data item
Description
1
Website sale
Customer name
2
Website sale
Customer email address
3
Website sale
Customer telephone number
4
Website sale
5
Ref
10
Personal data item
Product sample downlo...
Customer name
Automated decisionmaking?
Lawful basis of processing
If consent-based, how is consent obtained?
Sales records and ongoing support
Contractual
Not applicable
No
Sales and Marketing Manager
Sales records and ongoing support
Contractual
Not applicable
No
Sales and Marketing Manager Sales and Marketing Manager Sales and Marketing Manager Sales and Marketing Manager Sales and Marketing Manager
Backup contact if email doesn't work - do we need this? Sale - details are not kept by us.
Contractual
Not applicable
No
Contractual
Not applicable
No
Sales approval via credit card; Contractual tax records; VAT charging
Not applicable
No
Evidence of location for tax purposes
UK law
Not applicable
No
Post-sales marketing of additional products
Consent
Not obtained
No
Yes
Sales and Marketing Manager
Post-sales marketing of additional products
Consent
Customer explictly signs up for the newsletter
No
No
Yes
Not applicable
No
Yes
Consent
Not obtained
No
Customer name and email address Customer name and email address
No
Yes
Contractual
Not applicable
No
No
Yes
Contractual
Not applicable
No
Customer name, company and location
No
Yes
Product Manager Communication that an update is available Product Manager Post-sale and annual feedback survey - issues and improvements Product Manager Product support and questions Sales and Provide samples of products Marketing on request by customer Manager Sales and Send connection request in Marketing LinkedIn Manager
Contractual
No
Consent
Customer explicitly accepts connection request
No
No
Yes
Sales and Marketing Manager
Respond to customer enquiries
Contractual
Not applicable
No
No
Yes
Managing Director
Payroll, tax and employment records
Contractual
Not applicable
No
Employee name, address, NI number, salary and bank account details
(a further 8 columns are not shown)
Owner
Processing purpose
Yes
Sales and Marketing Manager
No
Yes
No
Yes
Number, expiry and CVC of customer's credit card
No
Yes
Physical address including street, city, county, zip and country IP address of the purchaser at the time of purchase
No
Yes
No
Yes
Name and email address of the customer; usually a business email but often a gmail or hotmail account Name and email address of the customer; usually a business email but often a gmail or hotmail account May be different to the purchaser
No
Yes
No
Basic information required for employment