Record when consent was obtained

Admins record the day a person agreed and, for implied consent only, the day it runs out.

Only admins record consent. Each basis carries the day the person agreed, so your record shows when it began, not just when someone typed it in.

1. 1On Prospects, click the person to open their panel.
2. 2Press More (the three dots), then Edit details and consent.
3. 3Under Consent, choose the Consent status: Express or Implied.
4. 4In Consent obtained on, give the day they agreed. It starts at today, or at the date already on file. It cannot be in the future or before 1990.
5. 5For Implied only, set Implied consent expires on.
6. 6Fill in How consent was obtained and press Save.

Good to know

• Implied consent is time limited in Canada, so give it an expiry. The expiry runs to the end of that day in your workspace's sending time zone.
• Express consent does not expire, so it has no expiry box. If an Express record still carries an old expiry, the form says so, and saving clears it.
• None recorded has no dates at all.
• A date you give by hand is written on the person's activity record under your name, so a basis recorded after the fact leaves a trail.

In Classic

Open the person's row on Prospects and press Edit consent. The fields are the same: Consent status, Basis (how consent was obtained), Consent obtained on and, for implied only, Implied consent expires on. Press Save consent.

See Where people stand for what each label means.