The data collection purpose, data source and legal basis can be documented for either accounts and/or individual contact persons. To start with, agree the possible values for the legal basis and data use purposes with your data protection expert to agree with all operational requirements.

1. Go to the  Administration tab and select  Settings >  Use of personal data.
2. Add a possible legal basis for data collection to the picklist under Data collection.
   Example: Contract fulfilment (GDPR Art. 6 para. 1 b), consent (GDPR Art. 6 para. 1 a, Art. 7)
3. Add a possible data source for data collection to the picklist under Data source.
   Ex: Personal contact, telephone call, business directory
4. Left-click  Suggest values to view and insert values that have already been used for picklist but are not currently available.
5. Confirm your input by clicking OK.