Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There are two types of settings for your contacts:

  • General settings
  • Contacts list management settings

 

Note
titleService Note

The General Settings are only available in the Data Management service and the Website Service

...

.

General Settings

  • Share your organization's Do Not Adopt list
    • Each organization can share

...

    • its Do Not Adopt list. You can allow other organizations to see your DNA list by turning on this option. You can maintain your DNA list in your Contacts. | DW |
  • Don't automatically select Send Registration Invitation when adding a contact
    • Select this option if you do not want to automatically have the Send Registration Invitation selected when adding a contact. | DW |
  • Don't automatically set Public View to 'Yes' when adding a contact
    • Enable this option if you don’t want the Public View checkbox to be selected by default when you are adding a contact. | DPW |

Contacts List Management

For each of the following options you can select: Do not add a contact record, or Add a contact record.  That option controls whether a Contact record is added automatically to your Contacts list when a user completes the associated action (like submitting an Online Form).

When an Online Form is submitted
When a Meet Request is submitted
When a Call is created from the "Contact Us" page
When an Animal Sponsorship is submitted online
When a User registers

...