Question:
How Do I Group My Contacts To See Who Has or Hasn't Got Consent?

Solution:
Go to Person> Create A Group Of People

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From the General Tab tick Applicants, Vendors, Landlords & Tenants. (You can do this individually if you prefer)

Then click the Preferences Tab.

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For example, if we wanted a list of people who we wanted to contact regarding Property Matching and we wanted to email them we would tick

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and

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Click Save at the top of the screen and name the group.

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Then click Ok.

 

 

 

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