How do I enable the "Do Not Contact" Custom Field?

Cloze includes several standard Custom Fields that you can enable including a standard field called "Do Not Contact". You can use this field to track when a contact has opted out of communications from you. 

There are several field values to select from:

  • No Contact (at all) - this will disable emails, calls, texts and Mail Merge emails originating from Cloze.
  • No Emails - this will disable emailing this person from Cloze.
  • No Calls - this will disable calling this person from Cloze.
  • No Texts - this will disable texting this person from Cloze.
  • No Mass Emails - this will disable the Mail Merge feature in Cloze.
  • No Postal Mail
  • No Visits

Here are step-by-step instructions on how to enable the "Do Not Contact" Custom Field to track your opt-outs. 

1.) Tap on the More Options menu (...) and then select Settings. 

Mobile: 
  1. Tap on More in the lower right of your screen on mobile (iOS/Android).
  2. Select Settings

On your computer: 
  1. Tap on More in the lower left on your computer (cloze.com). 
  2. Select Settings

2.) Scroll down to the Customizations section and tap on Custom Fields to expand the section. 

You can create and edit Custom Fields for People, Companies, and Properties (or Projects, Deals, Sales, etc).


3.) Tap on the gear icon next to the section where you wish to add or edit Custom Fields. 

4.) To add the field:

a. Tap on "Add"

b. Tap on "Do Not Contact"


When No Contact (at all) is selected, calling, texting, and emailing this person are disabled in Cloze.

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