If you have applied Contact Qualification in your settings it means that you must be qualified to access that contact.
For a Contact to appear when choosing yourself in the Consultant filter, you must have had one of the following:
- Have any Activity managed by you (Owner, Vendor, Buyer, Purchaser)
- Have any category assigned against your name
- Have any old or future Task assigned to you
- Have any past communication with you (email, SMS, letter)
- it was entered into the database by you
Any of these will also qualify you to see the Contact.
Certain other things can also qualify you to access contacts where none of the above are true - such as another agent sharing their contacts with you in their staff card settings.
Once a Contact is qualified for you, it remains qualified (except for blanket sharing being turned off).
Say a category is assigned to a Contact against you as a Consultant, but other than that you have never had any dealings with that person. You are now qualified to access that Contact in the database, and even if that category is later removed you will still be qualified to access them.
If the database previously did not have Contact Qualification enabled, then we would expect that all staff would have access to the Contacts present in the database at the time the contact qualification setting was turned on, but they would not have access to other people’s contacts which were added after this date.
We would also expect that any new staff added after the setting was turned on should not have access to any contacts except their own ‘qualified’ contacts either.