Flagging problems with individual contacts or organisations

Hi there,

I want to be able make it really visible to my team that they shouldn't get in touch with a particular contact, without them having to go through that contact's notes to discover the fact. I don't know what this feature is called, but I've seen it on CRMs in the past. How can I do it on insightly?

Thanks

Dan

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3 comments
  • Hi Dan,

    You can choose to add a Tag with these particular Contacts. Tags are a quick and flexible way to label and group contacts, leads, emails, organizations, opportunities, or projects in Insightly.

    Community- Do any of you have other suggestions?

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  • I agree with Nora, tags are the best way to do this. You could also add a "Do not contact" note in the background field, but that is only visible inside the contact, not in the list view. The screenshot below shows how the tag looks in the list view.

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  • I agree with Nora and Jessica, with one small exception, depending on how may tags a contact has, you may not be able to see it in the list view. 

    You could also create a Custom Field and position it so that it is the first thing listed under the contact information. This is what it looks like under LEADS but you could do the same thing for Contacts:

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