Changing the personnel status in the contact personnel tab

Each new personnel record created defaults to use the 'active' status, which allows the record to be used on projects, invoices, and expenses (bills). Change the personnel status to 'on-hold' to stop the record being attached to any future records created in Synergy, or use the 'inactive' status to stop record creation and remove the personnel from drop down lists.

1. Check the box for each personnel record to apply the status update to.
2. Click the multi rows action button  and select
   1. The 'set as not active' option to change the status to inactive.
   2. The 'set as active' option to change the status to active.
3. The personnel tab is updated to only show the 'active' records.

Tips:

• Custom contact status options can also be added to control the personnel contact actions in synergy. *This feature is available with the Synergy Business or Enterprise products.*

• Changing the status to 'on-hold' is only available in the edit contact or personnel view.

• Use the search and filter options to see 'all' personnel records in the tab.