If you want a dedicated way to add a record of consent given by a Lead or Contact, you can do so with a special type of Activity in OpenCRM. You can find this Activity the sub tabs for Pending and History:
OR using the Activity button at the top of the record and selecting the option for Consent.
What does this do?When you select either of these options you are presented with a Pop Up screen allowing you to record a description of the Consent that you have been given. When you save the Consent popup an Activity is created with specific pre-populated information. Activity Type : set to CONSENT RECORDED These Consent Activities can be reported upon in the reports module, filterable as a view and can be searched upon. You may also be interested in: |