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Clients, Data Protection

In the middle left of the client and other address set screens you’ll find a “Data Protection” section, where you should tick all the forms of communication which that client has consented to…

To retrospectively set these ticks for all existing clients…

You should then receive a message that your records have been updated, as shown below.

If you need to set the pattern for all future records, but do not wish to adjust any existing ones, then starting from the Client Details screen…

Now repeat the Set Data Protection process, as before, but with the settings shown below (i.e. no existing records will be updated because all the mailshot markers in the current have been set to N, though future ones will use be set to the required pattern).