Update to Customer Marketing Preference Prompts

This guide explains the recent intentional change to our Marketing system. You will notice that the GDPR and marketing preference boxes no longer appear as an automatic prompt every time you close a customer record.

Why has this change been made?

We have updated the system to streamline your workflow and align with current industry standards. This is a permanent change based on two key factors:

Updated Interpretation of GDPR

• Under current data protection interpretations, it is no longer considered necessary to re-confirm a customer's marketing details every single time their record is accessed.

• Providing a clear way to update preferences within the record itself is sufficient for compliance without requiring a repetitive pop-up.

Data Accuracy and Efficiency

• Frequent pop-ups often lead to "click-fatigue," where users simply click through the box to dismiss it as quickly as possible.

• By removing the mandatory prompt, we ensure that updates to marketing preferences are made intentionally and accurately, rather than as a reflex to clear the screen.