Online Library How to Specify Contact Preferences

How to Specify Contact Preferences You can specify Contact Preferences in the Default Billing and Contact Preferences section of an account record or the Contact Preferences section of a contact record. These settings include: • • • • • • Preferred (method of contact) E-mail: Allow or Do Not Allow Phone: Allow or Do Not Allow Fax: Allow or Do Not Allow Mail: Allow or Do Not Allow Bulk E-mail: Allow or Do Not Allow Note It is important to note that there is system logic associated with the E-mail and Bulk E-mail settings. If the preference for Email or Bulk Email is set as Do Not Allow, the record is not eligible for UX Online email and bulk email communications, respectively. Powered by © Copyright 2018 by Protech Associates, Inc. All Rights Reserved. +1 (800) 310-8813 Microsoft Dynamics 365