Sample contact status options are automatically created with your organization. This sample data is added to make it easier to get started with Synergy. Delete or make 'Inactive' any of these sample contact status options that are not required. These contact status options are created for all industry types:
Contact Status samples | Details |
Active | Set to allow creation of invoices, bills, and be linked to projects and timesheets. Contacts with this applied are 'active' which means they are in drop-down lists. |
Inactive | Set to block the creation of any items - invoices, bills, projects, and timesheets. The contact records are set to be inactive which hides them from drop down lists stopping future usage. |