Choose preferred contact method
Select No preference, Email, Phone, Portal updates or WhatsApp if available.
Exact navigationClients Area → Full Compliance Applications → New Application
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Select No preference, Email, Phone, Portal updates or WhatsApp if available. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Clients Area → Full Compliance Applications → New Application.
- Locate the record, setting or action used to choose preferred contact method.
- Complete the displayed fields or controls exactly as described in this guide.
- Select the available save, submit, update, call, sign, upload or confirm action.
- Return to the related register, portal, dashboard or call panel and verify the recorded result.
Fields, choices and supported possibilities
Client portal actionSelect No preference, Email, Phone, Portal updates or WhatsApp if available.
Code-backed validations and workflow rules
- The authenticated customer must own the application.
- Only landlord-visible timeline and document information is returned.
Expected result and verification
- The choose preferred contact method workflow completes without a validation, permission or availability error.
- The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
- Any client-visible or public result appears only where the code explicitly allows it.
Security, privacy and operational checks
- Use a controlled test case, contact, extension or website origin before production rollout.
- Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.