Contact Statuses give you the ability to indicate a record statuses not necessarily affiliated with a job. Use contact statuses to designate those contacts that are active targets versus those who may be future prospects.
This article will cover:
Creating your Custom Statuses
To create a contact status, you can go to Settings | Core Records | Contacts | Configure Statuses. Here, users will have the ability to both set a default status as well as Configure Record Statuses. Setting a default status will ensure, as contacts are created, they are automatically assigned that status. This can be changed at any time but will not retroactively alter contact statuses. To create a new status, or delete/rename an existing, select Configure Record Statuses.
From there you will have the ability to create different status with underlying meanings to allow you to distinguish different contact statuses.
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. This is only available for statuses with Inactive and Do Not Use meanings.
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. This is only available for statuses with Inactive and Do Not Use meanings.
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.
Changing a Contact Status
Users may change statuses in bulk and individually. To alter a status individually, select a contact and use the Contact Status menu to make an alternative selection.
To edit in bulk, highlight a group of contacts and use the Selected Contacts menu above. Here, you'll see a Change Record Status option which will allow you to edit statuses in bulk.
Consider using the same concept to create and organize Company Statuses as well! Additionally, learn more about our Do Not Use menu options if you're looking to prevent outbound contact to specific records.