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Recording a Customer’s Contact Preferences

What is it?

How and when a customer prefers to be contacted can now be recorded against a Contact record.

What’s good about it?

Recording a customer’s contact preferences allows customers to be contacted on their terms. This will reduce the likelihood of customers feeling unhappy when contacted.

How do I use it?

After creating a new contact or selecting an existing contact, navigate to the ‘Contact Preferences’ tab.


Firstly you must record if the person wishes to be contacted. If you select Yes for ‘Can contact?’ further options will appear.

You can now capture if the person is happy to be contacted by phone, email, post and SMS. At the bottom of the tab, you will see a drop down menu for ‘Preferred contact time’. Click in the box to select from the following list of choices ‘Morning’, ‘Afternoon’ or ‘Evening’.

Selecting ‘No’ to ‘Can contact?’ will delete any previous answers (phone, email , post, SMS and preferred contact time) and hide the questions.

Who can use it?

There are no user restrictions for this feature.

Any small print?

  • Existing contacts will not have their Contact Preferences set.
  • All Contact Preference fields are non-mandatory.
  • There are no restrictions on editing the fields.
  • This feature is only available for accounts with the Contacts component.
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