Contact status
Updated over a week ago

What is the contact status?

Custom statuses can be created to track internal workflows for client and supplier contacts. The default status options created control is the contacts are shown in Synergy drop down lists.

Default contact status types

  • Active - Work can be completed for this contact. The contact can be seen in drop down lists to be attached to invoices, bills, projects or timesheets.

  • Inactive - No work can be done for this contact, and the contact record itself is inactive and does not appear in drop down lists.

Why use the contact status?

Create the status options that can be applied to contacts, which determine if the contact is shown in drop down lists in Synergy.

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