Contact Preferences

You can use the Contact Preferences list to specify the preferred method for contact the student. This page displays the addresses you specified on the: 

  • Student Profile (Select the Students tile > select the name in the Students list.)

  • Related Addresses list (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Related Addresses tile.)

On this page, you can set or clear contact preferences for a record, such as:

  • Preferred mode of contact

  • Do not contact preference

The options are listed in the Address Type column.

Prerequisites

You must have:

  • Common - Student - View authorization

  • To view the page, Contact Manager - Student Contact Method - View authorization

  • To set or clear the contact preferences, Contact Manager - Student Contact Method - Edit authorization

Access Method

Select the Students tile > select the name in the Students list > expand Contact Manager > select the Contact Preferences tile.

Procedure to Set Contact Preferences

  1. Review the values in the list.

    ActiveClosed Specifies whether the associated record is active.

    Address TypeClosed The address type and method of contact. The values include "Student Master - Mail", "Student Master - Phone", "Student Master - Work Phone", "Student Master - Mobile Number", "Student Master - Other Phone", "Student Master - e-Mail", and "Student Master - Other e-Mail".

    Contact InformationClosed The student's actual contact details, for example, email ID, phone number, and so on.

    DNC OverrideClosed Indicates if a Do Not Call (DNC) Override is on file for the student. An override document stores any exceptions to the DNC list. Students with addresses listed on the DNC list, but who permit communications from the institution, require an override to comply with FTC rules. You cannot update or modify the DNC Override option. The value is based on the student document configuration and the document status code. For example, if the student has a document that is configured as National Do Not Call Override Document for the default campus, and the document status Code is set to OK or REC, then DNC Override will be set for all Contact Method sources. This value is then reflected in Contact Preferences under DNC Override.

    Do Not ContactClosed Specifies if the record should not be used to contact the student.

    PersonClosed The full name of the person.

    PreferredClosed The preferred address to be used to contact the student.

    Set as DefaultClosed The default mode of contact.

  2. Highlight the record you want to set the contact preferences.

  3. Select to set or clear Preferred or Do Not Contact.

  4. Select Save.