SAGE CRM 2018 R2: Consents in Sage CRM

By | September 11, 2018

With the release of Sage CRM 2018 R2, a new feature was also introduced by Sage CRM i.e. Consent. Sage CRM 2018 R2 has allowed to demonstrate readiness for key global and local legislation surrounding people data, including the GDPR with the help of Consent. In Sage CRM, Consents can be created against the Person and Lead records as described below.

New Stuff: How to get SQL Query of Groups created in Sage CRM

A Consent record allows you to register if you have consent from the person or lead to receive marketing materials, what kind of marketing materials you can send to them, how you can send these materials, and when the granted consent expires. To do so, simply navigate to Consent tab against the respective Person or Lead record and follow below steps –

On navigating to Consent Tab, you will find the list of consents created against the person as well as you can create the new consent record.

After filling up the required details, you need to get in touch with the person or lead, ask them if they agree to receive marketing materials, and update the information on the Consent tab based on their answer. The Consent Status holds the relevant value based on the answer received from the lead or person as explained below.

  • New – Automatically assigned when you create a new consent record.
  • Requested – Indicates that you have requested the person or lead to provide their consent and are awaiting their reply.
  • Consented – Indicates that the person or lead has given their consent to receive marketing materials from you.
  • Withdrawn – Indicates that the person or lead has declined your request or withdrawn their consent.

 

About Us

Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at [email protected]. We will be glad to assist you.

 

2 thoughts on “SAGE CRM 2018 R2: Consents in Sage CRM

  1. Apex Legends Octane

    Spot on with this write-up, I really believe this website needs much more attention. I’ll probably be returning to read more, thanks for the information!

    Reply
  2. DMC5

    I’m amazed, I have to admit. Seldom do I come across a blog that’s both educative and interesting, and without a doubt, you have hit the nail on the head. The problem is something too few folks are speaking intelligently about. Now i’m very happy I came across this in my search for something regarding this.

    Reply

Leave a Reply

Your email address will not be published. Required fields are marked *