Contacts can be labeled with statuses in order to reflect their relationship to your organization or to indicate how they are perceived from the marketing point of view. Statuses can be assigned to individual contacts in the Contact status field on the General tab of each contact's editing interface. One contact can be labeled with only one status at a time.

 

 

There is a pre‑defines set of contact statuses for each website. The sets of statuses can be managed in the following sections of the user interface:

 

•CMS Desk -> On-line marketing -> Configuration -> Contact status

•Site Manager -> Tools -> Contact management -> Configuration -> Contact status

 

The user interface in CMS Desk allows management of contact statuses pre‑defined for the currently edited website. The one in Site Manager allows management of contact statuses for all websites running in the system. If global contact statuses are enabled, they can be managed in both sections.

 

Properties of contact statuses listed in the mentioned sections of the user interface can be edited after clicking the Edit () icon in a respective contact role's row. By clicking the Delete () icon, you can delete the contact status so that it is no longer present and available in the system. The Export () action available in the drop-down menu () in each row enables you to export the respective status into a file and subsequently import it on another Kentico CMS instance.

 

 

Creating a new contact status

 

If you want to add a new contact status to the set of listed statuses, click the New contact status link above the list. After doing so, you need to specify the following properties in the New contact status dialog:

 

•Display name - name of the contact status used in the system's user interface.

•Code name - name of the contact status used in web project code.

•Description - text describing the contact status.

 

Once you have the properties specified, click OK for the new status to be created.