Contact Status

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A contact status represents the state of the contact’s interaction with the system.

Add a contact status

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Statuses” menu under “Lists”.
  4. Select the “Contact” menu.
  5. Select “Add” to add a contact status.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the contact status name.   
      • The system will not allow contact statuses with duplicate names.
    • Description*: Enter a description of the contact status.
    • External Identifier: Enter the unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Please note that the description field is required for this type of data record.

Manage statuses

  1. Locate the contact status record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all contacts with this status.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the contact status.
    • Download the contact status definition for import into another database.
    • Delete the contact status. You may delete statuses only when they are not in use at any record.
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