Outbound Wiki

Article

Access To Manage Consent From Lead And Contact Records

meganvwalker.com

Open at publisher

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

  1. Using The Communication Control “If the audience member (Contact or Lead) doesn’t have either an email or a mobile phone, there won’t be anything to a view and a message will be displayed stating: There are no filled out fields for this entity. Please fill out some contactable fields.” After selecting a Compliance profile, you can then see information about the overall communication status, the tracking status and the consent records for commercial and transactional.

    In Required fields and data completeness

  2. Adding The Communication Control To A Custom Form “The Communication tab isn’t going to just add itself magically to those, so you would need to modify to include it.” One added, change the name of your tab, then hide the label of the section where you added the control, and the first name field you used to link to the control. Then publish the form.

    In CRM

Quotes are verbatim and belong to their publishers. Where a quote has been translated, the original wording is kept below it.