Viewing Constituent Preferences Paige Freeman June 13, 2023 14:15 Updated Viewing a Constituent's Preferences Click here to see this page in full context Home > Customer Relationship Management (CRM) > Working with Customers > Preferences > Overview Viewing a Customer's Preferences To access the Preferences information, click the Preferences tab at the top of the Customer Summary. A drop-down will appear with options to view Opt-in/Opt-out, Special Interests, and Special Needs. For more information on each of these options, please see below: Viewing Customer Opt-in/Opt-out Information Viewing Customer Special Interests Viewing Customer Special Needs Questions? Contact us at documentation@personifycorp.com © Personify, Inc. All Rights Reserved.