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Categories CRM App
Created by Guest
Created on Feb 13, 2020

RELATED IDEAS

Change Email / Mail Subscription Flags

  • Remove the "Fax Flag", "Opt-in" and "Swap Flag" from the UI (and make advanced in the report designer).

  • Rename "Mail Flag" to "Physical Mail Flag"

  • Make the "Physical Mail Flag" a toggle of "Unsubscribed/Subscribed"

  • Make the "Email Flag" a drop down of "Unsubscribed", "Subscribed", "Pending", "Cleaned" and "Archived" to match mailchimp.

    • Unsubscribed = 0

    • Subscribed = 1

    • Others need numbers ... feel free to assign

    • When mailchimp is not enabled, this should just be a toggle of "Unsubscribed/Subscribed"

  • Add a system setting to choose the defaults for "Email Flag" and "Physical Mail Flag"

    • The options for both should only include "Subscribed" and "Unsubscribed" regardless of whether mailchimp is enabled

    • The defaults for new sign-up profiles should be "Subscribed" however the default for existing (upgrades) should be "Unsubscribed"

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0 MERGED

Email & Opt In Flags as System Setting

Merged
Email Flag (or 'Subscribed' Flag: https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-1078) should be, by default, ticked to Yes, but there should be a System Setting in the Settings Centre that enables Admin users to change this to No. Opt In Fla...
Guest almost 5 years ago in CRM App 0 Shipped