Do-not-call (opt-outs)
Some customers don't want to be called. Gary keeps a do-not-call list and checks it before every call, so a number on the list is never dialled.
How a number gets on the list
- A customer opts out on a call. If someone asks Gary not to call again, he stops straight away and adds their number to the list.
- You add one by hand. Go to Settings → Do-not-call and add a number, with an optional reason.
When you add a number that matches one of your customers, that customer is flagged too, so Gary won't call them about any invoice.
What it covers
- The list is keyed by phone number, so an opt-out sticks even if the contact is re-synced from Xero.
- A number on the list can't be switched on for follow-ups on the Approvals page — that's deliberate.
Seeing and managing the list
- View and add at Settings → Do-not-call. Each entry shows the number, the customer (if we know them), the reason, and when it was added.
- Removing a number re-allows calls to it, so it's not something you can do in the app — contact support if a number needs to come off the list. This keeps an opt-out from being undone by accident.
Adding to the list is recorded in your audit log.