Employee Status

To record where a Contact is currently working, Employees can be given a Status of Active or Inactive for each Company. An Employee can be Active at multiple Companies at the same time, just like a Freelancer may work with multiple Companies.

Active means that the Contact is still actively working at the Company, and therefore can be selected from the Contact drop-down list. Inactive means that they are no longer working for the Company, and will not be selectable. However, the record remains in the system for archival purposes.

To set the Employee Status:

1. Go to the Contacts tab of a company record
2. In the Employee Status column, click the current Status
3. Choose the correct Status in the pop-up

Please Note: The Employee Status is not the same as the Contact Status, which you will find in the Contact details header. The Employee Status only effects the selected company, the Contact Status effects the Contact system-wide.