There may be a situation when you are working with a company or a contact and while you want to keep them in your database, you may want to limit or block communication with them or hide them from searches. You can utilize Do Not Use.
This article will discuss:
Enabling Do Not Use
To start, navigate to Settings | Core Records and then select Contacts or Companies based upon which you'd like to set up or edit. Create your status (or use an existing) and alter that status to Do Not Use. You'll then notice a Meaning drop down in which you can indicate Do Not Use.
Additional Functionality
Parent Status- If you set a "parent status", then your status will be marked as a "sub-status" of it's parent.
Color- You may choose a color for your status.
Style Option- Allows you to customize how records with your status will appear in Crelate.
Apply Color- Records with this status will feature a form header that matches the color selected for this status.
None- Records with this status will appear as they normally do.
Visibility Option- Allows you to customize the visibility of records in Crelate.
Show- Records with this status will be visible throughout the app in all areas.
Hide- Records with this status will be hidden by default and will not appear throughout the app (grids, lists, forms, search, lookups, etc). The only way to find records with this status will be to filter specifically by this status.
Allow Communication- Allows you to customize what level of communication users can have with records with this status.
Yes- Enable all communication (email, phone, sms) from Crelate, including bulk communication.
No- Disable all communication (email, phone, sms) from Crelate, including bulk communication.
Limited- Disable bulk communication from Crelate, but only warn if communicating directly.
Using Do Not Use
Navigating to a contact or company record, on the left-hand side, set the record's status using the drop-down.
Once selected, a dialogue will display asking to change the record's status along with a Status Reason. While a status reason is not required, it can be helpful to provide context.
Once completed, the record header will match the color set in settings. Hovering over the icon, in the left corner of the record, your Status Reason will display to provide additional context.
What's Next?
Learn more about a similar concept with Company statuses below!