How to Add Notes and Set Communication Preferences

How to Get Here:

1. Navigate to the detail page for the contact you are working on.
2. In the sub-tab menu, click on Additional.

Instructions:

1. Additional Information: Use the rich-text editor to type any notes or information that don't have a dedicated field elsewhere. For example: "Prefers to be contacted in the morning," or "Met at the annual trade show."
2. Communication Preferences:Use the toggles on the right to manage how you contact this person.
   • IMPORTANT: If a contact requests not to be called or emailed, you must turn on the corresponding toggle to honor their request and comply with communication laws.
   • Do Not Send Emails: Turn this ON if the user has unsubscribed or requested no email communication.
   • Do Not Send Mail: Turn this ON to exclude them from physical mailings.
   • Do Not Call: Turn this ON to add them to your internal Do Not Call list.
3. When you are finished, click the main Save Account Information button at the top of the page to save these settings.