By default, each client card includes consent for sending electronic direct marketing.
However, a company or a group can add custom consent items to be included in assignment agreements and offers.
A user with Admin permissions can find the Organization settings section in the upper right corner, where new consent items can be added and activated by default.
Note: If the company is part of a group, the user must first select the parent company as the active environment in Linear.
Please note that consent items apply to the entire organization, including all subsidiaries, offices, and franchise companies within the group.
When creating an assignment or a purchase offer, each agent can activate or deactivate the relevant consent items for each client, and any activated consent items will appear on the assignment / purchase offer documents.