Contact Preferences for Calling and Email

You can record contact preferences for your customers while editing contact and account information. Your entries can help you meet the requirements of data protection regulations. For example, the European Community’s General Data Protection Regulation (GDPR) require marketers to obtain permission from contacts before they can call or email.

There are three possible preference settings for each number and email address:

• Calling preferences:

  • None: You don’t know the preference for the number. This is the default.
  • Do Not Call: The contact doesn’t want to be called at the number.
  • Ok to Call: The contact gave permission to call at the number.

• Email preferences:

  • None: You don’t know the preference for the email address. This is the default.
  • Do Not Email: The contact doesn’t want to receive email at the email address.
  • Ok to Email: The contact gave permission to receive email at the email address.

Known preferences show up as icons next to phone numbers and email addresses. No icon means that the preference is unknown.

On pages where click-to-dial and click-to-email are enabled, you can always dial and email when the preference is unknown or Ok to Email and Ok to Call.

The Do Not Email and Do Not Call items render as plain text and the click-to-email and the click-to-dial actions are disabled. However, you can still call and email by entering “call” and “send” in the Action Bar in a contact.

Here’s a screenshot of the list you get for all contacts on an account to help you recognize the icons:

Callout Number	Description
1	Ok to call phone number. Click to dial.
2	Do not call phone number. Click-to-dial is disabled.
3	Phone number where contact preference is unknown. You can click to dial.
4	Ok to email. Click to compose an email.
5	Do not email. Click-to-email is disabled.
6	Email address where contact preference is unknown. You can click to compose an email.