Status of internal employees

Just like external contacts, internal contacts have a status:

• active
• inactive
• banned
• retired

As opposed to external contacts, the contact records of internal contacts (internal employees as users) are linked to a login for the CRM system. Changes to the status of internal contacts therefore also affect their access to the CRM system.

The status of internal contacts is usually changed by an administrator, as this implies restrictions for the user.  The status of an internal contact can be changed in the user administration, but also via the con­tact form of the internal contact. Non-administrators cannot change the status.

The status change of an internal contact from "active" to, e.g., "inactive" includes the change of the matu­rity from OPN to DON, and the font color changes to red.

The internal contact is available in the current period of time, and can work and communicate in the system.

The internal contact is not available until further notice, and a mail block has been set automatically. However, logging in is still possible until an administrator locks the login. This means that the internal con­tact can work on important tasks in the system if necessary, but is not able to use the automatic com­munication channels or be contacted from outside.

The internal contact is locked as a contact as well as for any actions and activities, and a mail bock has been set automatically. At the same time, this status change locks the password and disables autologin if it was set.

The internal contact has left the company, and a mail block has been set automatically. At the same time, this status change locks the password and disables autologin if it was set. The decision whether to delete the login or the user record can be made afterwards, depending on objects to be transferred, and access of the contact to projects, tasks, etc.