Every field type, and what it owes
59 kinds of CRM field the register recognises. Each page says whether it is personal data, how sensitive, the lawful basis usually relied on, a retention rule you can run, and whether it can go into an AI tool as it stands.
Special category and never-store data
Health or medical information neverBiometric or genetic data neverRacial or ethnic origin neverReligious or philosophical belief neverPolitical opinion or trade union membership neverSex life or sexual orientation neverCriminal convictions or offences never
Identifiers
Government identifier (passport, national ID, SSN, tax number) neverPassword, PIN or security answer neverPhotograph or avatar neverSocial media handle or profile URL needs a basisSignature or handwriting neverVehicle registration or VIN needs a basisGiven name needs a basisPersonal name needs a basis
Financial
Demographics
Child or dependant details neverDate of birth or age needs a basisGender or salutation needs a basisMarital or family status needs a basis
Consent, preferences and rights
Consent or opt-in record usableOpt-out, do-not-contact or unsubscribe flag usableRights request or deletion flag usable
Communications
Call recording or transcript neverLanguage or communication preference usableCommunication or content preference usable
Behaviour, engagement and scoring
Lead score, propensity or ranking needs a basisEmail opens and clicks needs a basisWebsite visits, page views, sessions needs a basisSurvey or NPS answer needs a basisCalls, meetings, emails logged (activity records) needs a basisLead source or campaign attribution needs a basis
Free text and attachments
Location
Geolocation or coordinates needs a basisPostal address needs a basisPart of a postal address (city, region, postcode, country) needs a basis
Technical identifiers
Contact details
Relationships and ownership
Related person record (lookup) usableRecord owner or assigned user (your staff) usableManager, assistant or reporting line needs a basis
Commercial and account data
Employer or company name usableDeal, opportunity or pipeline data usableProduct, plan or usage data usableCompany website or domain usableCompany size, revenue or age (firmographic) usableIndustry or sector usableCurrency, tax or financial account fields usableTerritory, region or segment assignment usableStatus, stage or lifecycle usable