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Each communication method that your client is happy for you to use is indicated by a ticked check box
From version 12.126+, when When a preference is not ticked, emailing, texting or generating a letter (individually or in bulk) will either be disallowed or indicated on screen to advise that the method of communication is not preferred - when creating phone out lists via reporting, clients opting out of phone contact can be identified
To enable this configuration option, click here to contact Reapit Support
1. Managing Manage communication preferences From the contact details area of a record: Click the Manage Communication Preferences icon - (to the right of the Add another link) By default, all preferences will be ticked Un- un-tick the methods of communication that the current contact does not want you to use
and click Accept 
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Communication Preferences are written to the contact record and are therefore shared across all roles* on the system - meaning they only need to be set in one place
* a role refers to applicant, tenant, vendor, landlord, etc |
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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  When SMS OR phone is SMS OR phone is un-ticked, the phone icon to the right will be amber  If both SMS and phone are un-ticked, the phone icon to the right will be red  If Letter letter is un-ticked, the Letters button will be displayed in red 
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Hovering over an amber/red icon will display a message to indicate that the selected form of communication is not preferred |
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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  Click View Details to get a list of the applicants who won't receive the email 
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When generating a phone out lislist, to identify clients who are happy to be contacted by phone, generate a contact report and include Phone preference in the report criteria, see steps 4 & 5 |
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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 
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 
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Communication preference criteria and viewing preferences in the report results grid are only available by generating a contact report |
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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 
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To ensure the new columns are shown in all future contact reports, right-click over the headings again and select Save grid layout |
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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  | Info |
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For more information on building Power Reports, click here: Power Reports |
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