How to manage consent in Purify TPS

One often overlooked element of the TPS legislation is that people can give consent to receive calls that overrides TPS, so if you have the correct permission you can still call people even if they are on TPS. The important part of this is managing the consent you have in order to demonstrate you have the correct consent in place for each person.

In Purify TPS we have built a system for managing consent statements and linking them to individual records, so for any lead, account or contact you can demonstrate how and when you received consent to call.


1. Go to the "Data8 Data Enhancement App" and select the "TPS Consent Statements" tab.
2. Create a new TPS Consent Statement. Give it a unique name and enter the consent statement as it is displayed or read out to your customers.
Salesforce TPS Consent Statement
3. Open the lead, account or contact from which you have received consent. In the "TPS Overrides" list, click "New TPS Override"
4. Enter the date on which the consent was given, any reference number that is applicable (e.g. a reference to a recorded call during which consent was provided), the method by which consent was provided (Phone, Email or Website), and the consent statement that the person accepted.
Salesforce TPS Override
5. Save and return to the record. An override will now be shown next to the TPS status indicators to show that you can call this person regardless of the TPS status.
If the person revokes their consent at a later date, edit the TPS override and enter the date on which the consent expired. This will invalidate the override and the TPS status indicators should be obeyed again.
If a consent statement is determined to be insufficient to override the TPS at a later date, enter the "Active To" date on the consent statement record. All TPS overrides that use this consent statement will then be deemed to be invalid automatically.
1. Go to "Settings" > "TPS Consent Statements" or run an Advanced Find for TPS Consent Statements.
2. Create a new TPS Consent Statement. Give it a unique name and enter the consent statement as it is displayed or read out to your customers.
Microsoft Dynamics CRM TPS Consent Statement
3. Open the lead, account or contact from which you have received consent. Click "Start Dialog" in the ribbon and select the "Record TPS overriding consent" dialog.
4. Select the consent statement that was agreed to and the method by which consent was given (Phone, Email, Website) and click Next.
Microsoft Dynamics CRM TPS Override
5. When you return to the record, any error indicating that you should not call the record due to TPS will be hidden.
If the person revokes their consent at a later date, edit the TPS override and enter the date on which the consent expired. This will invalidate the override and the TPS status indicators should be obeyed again.
If a consent statement is determined to be insufficient to override the TPS at a later date, enter the "Active To" date on the consent statement record. All TPS overrides that use this consent statement will then be deemed to be invalid automatically.