Contact Status

Each Contact is allocated a Status. This describes what level the Contact is, for example Current, Archived etc.

New Statuses can be created at any time and there is no limit to the number of them defined. Add or Edit Statuses via File ->Configuration ->Contacts->Statuses

When creating a Status the following fields can be specified:

Description - specify a description for the Status.
Treat as Expired - is this is selected for a Status then any Contacts with this Status will be excluded from the matches.
Home Page Reminder - if this option is ticked a button will be displayed on the Home Page with a total of the number of Contacts of that Status
Text Colour - choose a custom text colour
Background Colour - choose a custom background colour
Inactive -select this checkbox if the Status is no longer to be used. This will stop it appearing in the lookup table.

Acquaint automatically creates a number of default Contact Statuses:
- Current
- Expired

Automatic Contact Status Changes

Various Contact Status can be set to be automatically changed on certain actions for example when a property is completed or offer accepted / rejected. These settings should changed with advice from Bright Logic.