Note an External Contact’s survey opt-out preference
Some people would prefer to avoid follow-up surveys. If an External Contact lets you know that they would prefer to opt out, you can note their preference.
- To note an External Contact’s opt-out preference during an interaction, edit the contact record.
- Select the Opt out of surveys check box.
- You can also note a survey opt-out preference by clicking Directory > External Contacts and searching for, opening, and editing the External Contact’s profile.
- For more information about surveys, see About web surveys.