Sage CRM 2021: How to create a group that includes all those Persons who have not yet responded to a consent request.

1 minute read time.

Sage CRM has views that could be used to create groups that only include Persons and Lead who have explicitly granted consent.

For example, if I wanted to I could create a Dynamic Group based on the person entity and use the 'Consented Persons' view.

vConsentedPerson

These views gather a list of persons or leads who have actually responded giving consent.

They look for only those who have consented as can be seen from the SQL of the vConsentedPersons view

SELECT ConsentManagement.*, vPersonPE.* FROM ConsentManagement right outer join vPersonPE on pers_personid = cmgt_recordid where cmgt_entityid=13 and CMgt_Status = 'Consented' and CMgt_Deleted is null

The key clause within the view is CMgt_Status = 'Consented'.

The CMgt_Status field can have one of 4 status

Consented
New
Requested
Withdrawn

If we now want to look for look for Persons who have been sent a request but have not yet responded then we can look for when the CMgt_Status field is 'Requested'.

SELECT ConsentManagement.*, vPersonPE.* FROM ConsentManagement right outer join vPersonPE on pers_personid = cmgt_recordid where cmgt_entityid=13 and CMgt_Status = 'Requested' and CMgt_Deleted is null

And we can create a new View to make this available for Groups and Reports.

Which is allows us to create our own new Group using the view.

To list all those Persons who have been contacted but have not yet responded.