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Sales > Contacts > Managing Contacts > Blocking Contacts

Blocking Contacts

You block a contact by selecting a value in the Blocked Reason Code field on the contact record. The following values are provided for the field by default, but your company can add custom values for the field:

• Business. The contact is blocked from receiving product information and product samples because of a high-level business decision.
• Do Not See. The contact is blocked from receiving product information and product samples because of a business decision that restricts the contact’s visibility into all product sets.
• Do Not Ship. The contact is blocked from receiving product information and product samples because of a business decision that does not allow any product to be shipped to the physician.
• HR. The contact is blocked from receiving product information and product samples because of a Human Resources decision that does not allow any product to be shared with the physician.
• Legal. The contact is blocked from receiving product information and product samples because of a legal review of the contact.

For information about adding custom values to a field, see Creating and Editing Fields. For information about what happens when a contact is blocked, see About Blocked Contacts.

Before you begin. The Blocked Reason Code field must be present on the Contact Detail page layout for your role. For information about adding fields to page layouts, see Customizing Static Page Layouts and Specifying Dynamic Page Layouts.

To block a contact

1. Select the contact that you want to block.

   For information about selecting records, see Finding Records.

2. On the Contact Detail page, click Edit.
3. On the Contact Edit page, in the Blocked Reason Code field, select the appropriate code.
4. Save your changes.