Contact Preferences

Contact preferences evidence captures the client's preferred language and preferred communication method. There can only be one contact preferences record for a person or prospect person so users must update the existing record as a correction. For example, a client who recently moved to the country may initially have a foreign language recorded as his preferred language and later wish to change that to the local language. In this situation, the user would simply correct the preferred language.

Contact preferences records brokered from another case are processed automatically. Because there can only ever be one contact preferences record, the system checks for an existing record, and if one is found, the system checks whether the incoming record is logically identical to the existing record using the 'preferred communication method' and 'preferred language' attributes. If the attributes match, the incoming record is deemed to be a duplicate and no updates are made. If the attributes do not match, the system updates the existing record held with the details on the incoming record (where the incoming record has the latest received date). If no existing contact preferences record is found, the system adds this as a new record.