Core iQ allows anyone with certain permissions enabled to update the individual electronic mail preferences for any customer within the system. As long as you have the ‘Can Update Customer Contact Preferences’ toggle checked to Yes within your Employee profile, you can update the email and phone preferences of any customer.
You can do this by navigating to a customer’s Core iQ profile and clicking on the envelope icon next to their phone number(s) or email address. Doing so will bring up a modal that allows you to choose the Communications Category and communication type that you want to modify. Choosing these items allow you to either opt-in or opt-out any customer who doesn’t have a higher-level exclusion set in the system. Once you have saved the preference and refreshed, if they were opted-out you should see a yellow caution icon next to the customer’s contact information letting you know that an exclusion is in place.
You can also see a larger list of opt-ins and opt-outs by selecting Contact Preference Changes or Contact Preference Changes by Customer* under the Admin menu.
*The Contact Preference Changes by Customer option will only be visible if the Opt-Out scope in your Bank/Credit Union & Core Import Setup, Application Settings is set to "Contact Address And Customer Id".