ID505 - Connectwise Survey Opt Out Overview & Sample:

Here is how to create the group and Opt Out a contact/customer for CW surveys.  

To create the new group, go to System Tables -> Groups 

Click on the New button…  

Complete the Group Name and Description and click Save and Close…

To Opt Out a Contact, open the contact record and go to the Groups tab, Click the New button…

Click the drop down and select the appropriate group, in this case ZCJDoNotSurvey.  Click Save and Close…

To Opt Out the entire customer, open the Customer record and go to the Groups tab.  The group will show up automatically if a contact has previously been opted out, otherwise click on the New button.  Choose the appropriate group from the dropdown and check the Include All Contacts, then click Save and Close…