Contact record: Notes / privacy (GDPR)

Jo Grant -

Updated for Synergist 12.5

The contact record (for both client and prospects) has a ‘Notes/privacy’ tab:


This section is used to record the ‘opt-in’ status of the contact.

All contact records are set as ‘not opting in’ as default:


How you decide to, or are able to, gain agreement from your contacts to opt-in to communications prior to any direct marketing with them is for you and your company to outline.

Further information on 'opt-in' can be found in our article on this here.

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