Fields
Only necessary.
Swiss specific
Customer data: only what is needed, only for those authorised
Retail collects customer names, addresses, e-mails and purchase history. The software keeps only necessary fields, limits access by role, records consent status and makes it easier to handle deletion requests; legal assessment is up to the company and its specialist.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Access and consent
A cashier sees only the information needed from the customer card, not all of it; managers and accounting have broader rights. For e-mail contact, the customer's consent is recorded with date and source.
The required consent texts are prepared with the company and its specialist.
Deletion and logging
When a deletion or correction request arrives, the request, date and action taken are logged. Records that require legal retention, such as invoices, are handled separately; a trail of who looked at which customer data and when is kept.
The software provides no compliance certificate or legal assurance.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland customer data is subject to the country's data protection law and many companies want data kept in the country. Server location is chosen together at quote stage; which rules apply and whether texts are sufficient is determined by the company and its specialist.
Frequently asked questions
Where is customer data stored?
Server location is chosen together at quote stage and stated in writing.
Does the software provide a data protection certificate?
No; the software offers functions that support data protection, compliance is assessed by the company and its specialist.
Related topics
Customer card and loyalty
Customer card and loyalty: points, coupons, campaigns and purchase history, with data protection in mind. For Swiss shops.
Learn moreCustomer account
Customer account: order history, addresses, invoice download, return request. For web shops, with data protection in mind. Quote by e-mail.
Learn moreRoles and activity log
Roles and activity log: cashier, stock clerk, branch manager, accounting; trail of price and return changes. Quote by e-mail.
Learn more