What is active contact used for in the "contact tab"?

Q: In the Contact Tab, under Record Details what is Active Contact used for?

A: Some people like to use that for something like someone who has passed, but they want to retain their information for whatever reason. From Help "The Active Contact status is used to prevent the contact from getting printed, exported or emailed when set to No. If you find that a contact is not being contacted you should check this setting and make sure the value is set to Yes."

Q: If I choose No, that contact can no longer be emailed to.

A: In a group - correct. If you want to send an email to that contact individually it will send the email.

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Comments

  • Avatar
    Brett Bayless

    Hey Mark - On the Active contact. To really make it useful. We need to be able to use it on a checklist and 2nd need to but able to choose on Save Filters.

    Right not one can't filter on it from what I can see and it don't see it available in a checklist?

  • Avatar
    Brian Holman

    I second Brett's suggestion about adding it to the filters because it still attempts to email contacts that have Active Contact set to "No". The email doesn't go through, but gets "dropped" and I receive a notification each time it happens. It would be nice to completely exclude "No" contacts with an option in the Save Filters.

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