Page Comparison

1. Managing communication preferences

From the contact details area of a record:

• Click the Manage Communication Preferences icon

• - to the right of Add another

• 
  By default, all preferences will be ticked

• Un-tick the methods of communication that the current contact does not want you to use
  

• and click Accept

  Image Added

2. Impact on contact record

Un-ticking any of the above preferences is indicated on screen by a change of contact icon colour

• When email is un-ticked, the envelope icon to the right will be red

• Image Added

• When SMS OR phone is un-ticked, the phone icon to the right will be amber

• Image Added

• If both SMS and phone are un-ticked, the phone icon to the right will be red

• Image Added

• If Letter is un-ticked, the Letters button will be displayed in red

• Image Added

3. Impact when producing communications
Available from version 12.126+

When generating letters, emails or text messages, clients who have opted out of such communication will be removed from bulk communications

For example, when matching and emailing match results

From the match list:

• Click Report and E-mail
  If any of the matched applicants have opted out of being emailed, a message will be displayed

  Image Added

• Click View Details to get a list of the applicants who won't receive the email

• Image Added

4. Reporting

(available from version 12.126)

When generating a contact report via Power Reports, options to view the communication preference of the returned contacts is available

From the Power Reports screen:

• Select Contact Report as the report type

• From the contact report criteria, options are available to report on:

• • Email preference

• • Letter preference

• • Phone preference

  • SMS preference

    Image Added

• When selecting any of the above options, select:

  • is true to show clients who are happy to be contacted using that method

  • is false to show clients who are not happy to be contacted using that method
    Or you can run the report without specifying a preference and instead view the preference via the results grid, see

• • 4a

    Image Added

4a. Add communication preference information to the contact report grid

After running a Contact Report, from the results grid:

• Right-click over the grid headings, select Pick columns and click More

• Select each communication preference to view in the grid (Email, SMS, Phone, Letter Preference) and click Accept
  

• Communication preferences are shown in the contact report grid

  Image Added

5. Report example

This example report will return all active hot applicants registered in your office who have indicated they are happy to be contacted by phone