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How do I disable or enable automatic e-mail, which sends out the Privacy confirmation message?

I want to make sure that every new contact, which is created in SuperOffice CRM receives a Privacy confirmation e-mail. This should apply to contacts, which we import too. How do I set it up in SuperOffice CRM?

You can easily set up SuperOffice CRM to send a privacy confirmation e-mail to all manually created or imported contacts. Please follow the steps below to do it:

  1. Log in to Settings and maintenance, click on the Lists (1) button, choose Privacy – Source (2), and double-click on the Created by user (3) item.


     
  2. Add a tick in front of the option Automatically send confirmation e-mail to contact (1) and choose the template, which should be sent to the contacts, which users will be creating in your CRM. Then click on the Save (2) button to finish.

  3. In the same way, you can set up if contacts, which end up stored in your CRM after import, saving after chat conversation, or received via web form etc. gets privacy confirmation e-mail or not.

    Note! If you want to disable the privacy confirmation e-mail, choose the source, which should not receive the e-mail and deselect the option.

     

More information:

FAQ: How do I change the language of the Privacy Confirmation e-mail message that is sent automatically to newly created contacts?

FAQ: How do I create and assign different translations to my new privacy confirmation e-mail template?

Forum: Could not send email confirmation privacy

Wish: Language of automatically sent confirmation e-mail to be the language of the newly entered contact person instead of the associate`s preferred language