This is a https://www.drupal.org/project/crm newbie question.

What is the recommended way to track users opt in/out status? Privacy laws are getting tight and in most case, I need my contact to sign a form to let me contact them in the future.

So, for example, can I use CRM and, for each contact, document their opt in/out status for:

- Email?
- Phone?

Comments

xmacinfo created an issue. See original summary.

bluegeek9’s picture

bluegeek9 commented

Hi Jacques,

You can add fields to the person bundle to track email and and phone. Our user integration allows field mapping: https://project.pages.drupalcode.org/crm/integration/user-integration/fi...

Fields on a contact can be surfaced on the user the contact represents. The user can edit the fields just like any other field on the user entity.

I want to add a way to track the preferred contact method, as well as opt out status. Both at the method level (do not email), and global do not contact. Maybe a custom field, maybe something else.

jdleonard’s picture

jdleonard
he/him
Primary language English
Location Austin, Texas
commented

Depending on your requirements, you may find that adding opt-in/out fields to the Contact Method entity type's Telephone/Email bundles makes more sense because it is per contact method.

I would like to see a "CRM Contact Method Opt-In Status" module (or similar) that could provide reusable functionally for these use cases.

jdleonard’s picture

jdleonard
he/him
Primary language English
Location Austin, Texas
commented
Status: Active » Fixed

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Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.