Contact and Consent Rules

From Charitylog Manual
Jump to: navigation, search
Helpheader small.png

Location in standard build: GDPR Tab

CaCR 1.png

The GDPR tab, on an Organisation/Person's Details screen, lets you store information about how and if someone should be contacted.

The standard "consent given" field

There is a standard field named "Consent Given?" available on each organisation/person's Details screen. These can be turned on if necessary using the Customise Orgs & People page, and the options available in this field can be added to. However, this field only stores a piece of information about the organisation/person in question - it does not affect the operation of the system as the Contact Rules (see below) do.

Contact and Consent Rules

Contact and Consent rules go further. Using the Contact and Consent Rules section, you can do the following;

  1. Record whether or not an org/person can be contacted by Telephone. (setting this to "no" will make a warning symbol appear next to the phone number on their Details screen)
  2. Suppress or block email communication
  3. Suppress or block SMS communication
  4. Suppress creation of letters using Mail Merge

Suppress or block - what's the difference?

In the case of email and SMS, there are two common ways to create and send emails;

  • Emails and SMS that are sent on a one-by-one basis direct from an organisation's Details screen
  • Emails and SMS that are created in batches by the system when directed by a user. For example -
    • Email mail merges
    • SMS sent to people due to attend a meeting

The "Suppress" options on the Contact and Consent Rules page will prevent the org/person receiving emails or SMS that are created in batches, but will not prevent the user receiving them from the system on a one-by-one basis.

The "Block" options on the Contact and Consent Rules page will prevent users from creating emails or SMS to the org/person even directly from the org/person's Details screen.

CaCR 2.png

Enhanced Consent Rules

As well as the standard "Consent Given" field, you can set up more detailed consent rules using Consent Rule Text Entry. If the rule is allowed to appear on Organisation/People's Details screens, you will see a section in the Contact and Consent Rules area for it, as shown.

CaCR 3.png

You can record:

  • What kind of consent has been given
  • Notes
  • Date entered or updated (you must enter a date)
  • Staff member done by

See the Consent Rule Text Entry page for information on how to configure these rules.

Rob Kay - manual author (talk) 14:39, 6 September 2016 (BST)

Helpheader small.png