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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

A configuration option is available which, when enabled, allows you to record a contact's communication preferences; i.e. email, letter, phone, SMS.

To enable this configuration option, click here to contact Reapit Support.

Setting Communication Preferences currently serves as a visual reminder of a contact's preferences, rather than preventing bulk communication from taking place; this is likely to change in future releases 


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

  • Click Accept

    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


2. Impact of setting Communication Preferences

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, see 2a

  • When SMS OR phone is un-ticked, the phone icon to the right will be amber, see 2b

  • If both SMS and phone are un-ticked, the phone icon to the right will be red, see 2c

  • If Letter is un-ticked, the Letters button will be displayed in red, see 2d


Hovering over an amber/red icon will display a message to indicate that the selected form of communication is not preferred

2a:


2b: 

2c:

2d:


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