Updated for Synergist 12.5
Once the ‘Opt-in’ check box has been selected (indicating that this client contact has opted-in to communication), additional fields are displayed:
- Indicates that you have verified the opt-in status.
- The system will also record the date it was verified and by whom.
- Where the source of the verification was obtained.
- Additional notes. Useful if verbal authority was obtained.
Your contact may have opted-in generally but has specified that certain communication is not wanted (e.g. SMS). In this section you can define exactly what is agreed to and what is not.