Contact Preferences

Modified on 28/07/2015 09:03 AM by Suzanne Coy Categorized as Contacts (People and Organisations), Documents, Templates and Mailmerges

'''__Contact Preferences__'''
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__'''ShowBiz allows you to record peoples contact preferences.  This is particularly useful if someone has for example asked to be taken off the phone list for marketing and you are legally obliged to not contact them again.

'''__Setting Preferences__'''
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__'''If you open a contact record using the contact manager, you will notice the tick boxes along the bottom of the first tab, which set how people have agreed to be contacted for either marketing or admin purposes.  A tick indicates that they ARE happy to be contacted for that purpose and by that method.

'''__How it Works__'''
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__'''Once the preferences are set, these will then be used when doing a mail merge.  If you do a mail merge or email merge with people who have stipulated that they do not want to be contacted, a message will appear warning you of this.  You can choose to by-pass the message if you like but you will have been warned.

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Contact Preferences