[Hidden-tech] To keep records or not to keep records...

[Charles Uchu Strader]

David,

If confidentiality is of prime importance then you should be be sure 
that any third-party service you might use for a CRM database has a 
strict policy to protect your privacy and makes no claim to ownership 
(or partial ownership) of the data you store.  Most boiler plate terms 
of service have language that allows release of your information in 
cases when there is no legal filing. 

Encryption is one way to hedge against the release of your outsourced 
data storage for non-judicial reasons. 

Minimally if you have a privacy friendly service provider, than just be 
sure they are also keeping their CRM software up to date, runs 
completely!! over SSL, and that it is protected through a login with a 
strong password.

Charles Uchu Strader
charles at gaiahost.coop 1-800-672-8060 x803
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GAIA Host Collective, LLC http://www.gaiahost.coop
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DAVID F. FARKAS wrote:
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> ------------------------------------------------------------------------
>
> ... that is the question.
>
>         I have a rather unusual consulting business. I take intake 
> notes. I take notes on the work I do. Then write a report that is 
> emailed to the client.
>         
>         Filing is not my forte and I do not have staff, so there is a 
> pile of Jurassicly filed notes (oldest sediment is more or less on the 
> bottom... except for that pesky ice age that churned things us...)
>
>         What I'd like is input on is whether there is any need to keep 
> the detailed notes at all. Perhaps just capturing the client info in a 
> CRM database with minimal notes would suffice? That let's me have an 
> overview and do follow up without paper that is not likely to be 
> reviewed, assuming I actually put it all into a dB.
>
>         The other concern is privacy / confidentiality. I am not 
> legally bound by licensure to maintain confidentiality, but I do. 
> Having notes creates the potential for violations of that privacy. The 
> less I keep the less it's an issue.
>
>         Thoughts? Experiences? Comments? Idea? Best practices that 
> have worked for you or others?
>
>         As always, thanx for being this wonderful resource and think tank.
>
>          Blissings,
>         David
>
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