CU Anschutz development sends periodic email communications to grateful patients as a component of their ongoing fundraising efforts. This document summarizes how these contacts are identified and shared in CRM03, how they are processed against existing data, and how their contact records are managed following the email send. Additionally, it documents questions we may want to consider as we develop a path forward for ensuring proper handling of confidential information.

Need HIPAA/Med-Only Contacts deleted from Salesforce? Submit a ticket including a link to a Salesforce Campaign containing those Contacts you wish to have deleted.