All Collections
Synergy Help
Adding a custom contact status
Adding a custom contact status
Updated over a week ago

Add extra status options to control what type of items can be created for the contact record. Add a contact status by:

  1. Go to: Settings > Contact lists > Contact status.

  2. Click the Add button in the top right corner of the list.

  3. Type the 'name' to describe the status.

  4. Check the boxes for each item that will be allowed for use with this status option applied. Contact is active (shown in drop down lists) Default status for new records Active (contact status option can be used)

  5. Save and close.

  6. Repeat for each extra status option that is required.

Did this answer your question?