We’re excited to announce the latest updates to our Consent Module, designed to streamline compliance management and enhance user flexibility. Below are the key enhancements included in this release:

Mandatory Consent Field

A new mandatory field has been introduced to Consent Topic. This field ensures that a specific consent must be captured if it has not been previously recorded for the selected contact. While other consents can be skipped, this field guarantees compliance by requiring selection.

Read-Only Consent Field

We have added a new "Read Only" field for consent entries. This feature prevents updates to specific consents by Sales Representatives. Consents marked as Read Only can only be updated by the customer directly through the Consent Portal, ensuring data integrity.

Bulk Consent Remote Lightning Wizard

We are introducing the Bulk Consent Remote Lightning Wizard for administrators. This tool allows admins to send multiple remote consent requests in bulk. The wizard helps ensure all compliance consents are captured for selected customers efficiently and effectively.

Update Multiple Consents Simultaneously

We have now added a better way to update multiple consents simultaneously. It is now possible to select multiple consents and update them all together, instead of going through each one individually as before.

Hidden Channel Visibility Option

A new "Hidden" option is now available in Channel Visibility settings. When enabled, the toggle option for a consent is hidden from the frontend interface. The default value for hidden consents is set to Opt-In, simplifying customer interactions.

These updates aim to improve the functionality, flexibility, and compliance capabilities of the Consent Module. We encourage all users to explore these new features to optimize their processes. Features are disabled by default, please contact your Pitcher representative to activate these features in your instance.

We are excited to announce the release of our latest Pitcher Consent 2.2.1, packed with new features and improvements to enhance your consent management process.

NEW Here's what's included in this release:

Hard Copy Consent Collection:

Introducing the ability to collect consent using traditional paper forms in addition to digital signatures. This feature enables the storage of documents linked to Salesforce (SFDC) records, ensuring a comprehensive and unified consent management system.

Consent Topic Lines in Email and PDF Templates:

Empower your communication strategies by incorporating consent topic lines directly into email and PDF templates. This enhancement allows for a seamless reflection of collected consent within your documented communications.

Phone Format Validation:

Admins can now define and enforce specific phone number validation criteria. This feature adds flexibility by allowing administrators to customize phone number validation based on their organization's requirements.

BUG FIXES 

Addressed various bugs to enhance system stability and improve overall performance.

We appreciate your ongoing support and feedback. If you encounter any further issues or have suggestions for improvement, please don't hesitate to reach out to our support team.

Hey there 👋 

NEW We are excited to announce the release of our latest Pitcher Consent 2.2, packed with new features and improvements to enhance your consent management process.

 Here's what's included in this release:

IMPROVEMENTS 

Consent forms are now dynamic!

We have introduced a powerful new feature that allows you to add dynamic fields directly from the UI of our application. This new feature allows you to easily configure and customize your consent forms without contacting our support team.

By leveraging the settings in Salesforce, you can effortlessly make changes to your consent forms, ensuring they remain fully dynamic and tailored to your specific requirements.

Capturing multiple remote consents has never been easier!

In the previous version, we introduced the ability to capture multiple consents simultaneously. However, it required sending multiple emails, each with a separate attachment, for every remote consent. This has improved as we have consolidated all the attachments into one email.

Now, your customers will receive just one email with all the necessary attachments, simplifying the process and improving the user experience.

New Consent Toggles: Opt-in/Out Redesigned for Enhanced User Experience

We've completely redesigned the consent toggles inside the Remote Portal to provide a more intuitive and user-friendly experience.

With the enhanced interface, your customers can effortlessly indicate their consent preferences, empowering them to make informed choices.

bug fixes 

• The "Send Email" field inside the consent management object was not correctly populated. We have resolved this issue, ensuring the field is now correctly informed.
• Adjustments have been made to the reminder job to ensure more accurate and reliable reminders for consent management.

Hey there 👋 

NEW We’re pleased to announce that the following features and enhancements are now available with the new Consent 2.1.

Consent Bundles

Consent has added a new area called Consent Bundles to make it easier to obtain several consents for your business at once.

Users can now choose their consents, choose the opt-type option, and ask for just one signature from your clients.

If Double Opt-in is not activated, clients will receive a single email with all consent attached. If Remote selection is activated, the customer will receive multiple emails as today setup to complete the consent.

Note: this option is only activated for collection of new consents, to update a consent you can follow existing process to edit and resend.

New Consent Toggles Opt-in/out

Toggles to collect Opt-in or Opt-out status has been redesigned to enhance user experience.

All selection and mandatory toggle

New All toggle has been added inside user interface to enable to Opt-in or Opt-out preferences in one click.

In addition to that if All checkbox at Consent Topic is checked as true, channel selection will be read only and will be not possible to unselect one channel.

Consent Topic Lines

New objects Consent Topic Lines and Consent Management Lines have been created as part of the new SFDC Consent package version to enable the creation of dynamic subtopics inside consent topics.

Now is possible to create sub-channels, defining the following settings:

• Active: define is the consent line is activated.
• Mandatory: enable the selection and the field captured as required.
• Display: display a field to capture input from customer.
• Order: display consent topic lines based on order defined by admin
• Source fields: autofill values from Account and Contact fields.
• Default Opt-Type: autofill Opt-Type defined by admin

Consent interactive will allow to read new data model and display the selection.

Pitcher Mustache and Long Text Rich Support

Pitcher Mustache support has been introduced in that release, allowing admin to create long text format edition that include account, contact, consent topics and user tags too.

Windows support

This updated version now includes Windows support, allowing users of Windows-based devices to take advantage of all recent updates.

If you are interested in enabling Pitcher Consent 2.1 please reach your Pitcher point of contact.

Hey there 👋 

NEW We’re pleased to announce that the following features and enhancements are now available with the new Consent 1.67 version.

Consent Topic Lines

Two new objects, Consent Topic Lines & Consent Management, have been introduced in this release to support the changes announced as part of the Consent 2.1 Frontend release in February.

This new release will enable the development of bespoke Consent subtopics to establish dynamic extra channels or groups of areas of interest inside each Consent subject.

Pitcher Consent Management Settings

The following new settings are now available to support the frontend configuration:

• Disable Account Selection: Disable the collection of consent for Business Accounts.
• Disable Consent outside engagement: Disable F2F consent submissions outside a call.

Dynamic Custom Fields Setting

Users can use the custom metadata option in the upcoming frontend form to dynamically enable and read custom fields for each Consent.
We will release more information about this option as part of the upcoming Consent 2.1 Frontend release.

Topic Email Text

A new field, Topic Email Text, has been introduced inside the Consent Topic object to customize Email notifications dynamically inside each Consent Topic.

Note: These changes are disabled by default; if you want to enable them, please contact your Pitcher representative.

BUG FIXES 

A fix has been implemented inside the logic of remote consent to prevent problems updating an existing Consent when remote Consent is obtained for the same account but a different contact.
This issue does not affect customers using Person Accounts and only affects customers with standard account & contacts logic.