Overview of Setting Up Contact Preferences

Salespeople capture and modify preferences about whether accounts and contacts want to be contacted, such as selecting a Do not email or Do not call check box while editing a contact.

As an administrator, you have several setup options for modifying the pages used to capture such information.

Overview of the Options

You can set up the application to be as simple as including a Do Not Contact check box on a page, or as complex as letting salespeople enter Do Contact and Do Not Contact preferences for multiple contact methods, such as phone, email, and so on. You can also display a Reason field next to the do not and do contact options.

You use a combination of Application Composer and Page Composer to set up contact preference UIs.

Privilege to Tag a Reason Code as Legal

Contact restriction information is captured as a Reason Code. Salespeople can create and edit contact preference information with any Reason Code that's not identified as Legal. To create and edit contact restriction information using a Reason Code that's tagged as Legal, add the HZ_LEGAL_CONTACT_PREFERENCES_PRIV privilege to the required role.

You can set up a reason code as legal by tagging the Reason Code lookup value. Tag the lookup type REASON_CODE with the value LEGAL using the Manage Trading Community Common Lookups task.