Correspondence Tick Boxes
As you will be aware as of 26 May 2018 everyone needs to be GDPR Complaint.
With this in mind this page will explain how the correspondence tick boxes work on the CRM customer records
When you go into a CRM Record, you have a button called 'Communication Preferences'.
- Click CRM
- Click Customer/Prospects
- Enter the CRM Code
- Click Communication Preferences
- The below screen will be displayed (please note not all options will be available to you i.e. Campaign Builder, Loyalty Builder as these are part of the CRB Package. Also you may have others available if you have third party extracts which require the GDPR settings)
- If the Boxes are ticked then this means you are able to contact them for that specific 'Type' and 'Contact Type'
- If you need to change these then you will need to click Amend on the Customer Tab > Click Communication Preferences and tick/untick accordingly
- Click OK
- Click Exit
- 'Save Changes to .......?' Click Yes
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