2019 Enhancements – Client Marketing Checkboxes

Privacy laws continue to become more complex. We’re therefore updating our terminology for those clients who want to receive marketing content. The software now displays “Allow Marketing” rather than “Do Not Market”.

We’ve also split the checkbox into three parts: “Allow Call Marketing”, “Allow Text Marketing”, and “Allow Email Marketing”.

While it may seem like a small flip in terminology, this is a BIG change in the software. In the 2019 upgrade, we’ve made sure all your pre-existing marketing options will translate to the new verbiage, so your marketing won’t miss a beat!

There’s even a new setting in the Company Preferences – Clients tab where you can define if you want the new “Allow Marketing” checkboxes to automatically be checked whenever a new client record is created. Remember to research what the privacy laws require in your area. Some laws require your client give written consent to receive marketing materials before this box can be checked!

Click here to learn more about Client References.

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