Difference between revisions of "Contact and Consent Rules"
From Charitylog Manual
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==The standard "consent given" field== | ==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 [[Customisable Tab Settings]]. | + | There is a standard field named "Consent Given?" available on each organisation/person's Details screen. These can be turned on if necessary using [[Customisable Tab Settings]], and the options available in this field can be added to using [[Data Dictionary Fields]]. However, this field only stores a piece of information about the organisation/person in question - it does not affect the operation of the system. |
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| + | ==Contact and Consent Rules== | ||
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| + | Contact and Consent rules go further. Using the Contact and Consent Rules section, you can do the following; | ||
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| + | # 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) | ||
| + | # Suppress or block email communication | ||
| + | # Suppress or block SMS communication | ||
| + | # Suppress creation of letters using Mail Merge | ||
Revision as of 14:50, 30 December 2014
Location in standard build: Bottom of Client Details Screen
The Contact and Consent rules area, 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 Customisable Tab Settings, and the options available in this field can be added to using Data Dictionary Fields. However, this field only stores a piece of information about the organisation/person in question - it does not affect the operation of the system.
Contact and Consent Rules
Contact and Consent rules go further. Using the Contact and Consent Rules section, you can do the following;
- 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)
- Suppress or block email communication
- Suppress or block SMS communication
- Suppress creation of letters using Mail Merge
