Opt-in status (GDPR)

Jo Grant -

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.

Additional preferences

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.

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