Blacklisted Status for Company and/or Contact


We sometimes end up with customers that we don't want to work for again, and so we classify these companies/contacts as "Blacklisted". We want to be able to remember that these customers are blacklisted, so that we don't create a new project for them accidentally. In FollowUp, we have custom "Blacklisted" status for both companies and contacts, but there's no visibility for this warning status when adding companies or contacts to a project. We'd like to be reminded about the "BLACKLISTED" status when attempting to add such a company or contact to a project. Ideally we would be able to acknowledge the blacklisted status warning and create the project anyways, but we want to be able to visually receive the warning without having to drill down into the company/contact to check to see if they're blacklisted or not.