Managing Off-Limits Records (Candidates, Companies, and Contacts) (New UI)

This feature lets you mark candidates/contacts/companies as Off-limits so they are separated from active records and protected from accidental contact or changes. You can assign a specific status, timeframe, and reason for each off-limits record and configure custom off-limits statuses.

1. Navigate to the profile of any record (candidates, contacts, or companies), click on the three-dot button, and then click on "Mark as Off-limits":

2. Once you're inside the off-limits pop-up window:

If the record you’re marking off-limits is enrolled in an active sequence, a prompt will appear asking whether you want to unenroll the record from the sequence or keep it enrolled.
​

When you mark a Company off limits along with its associated Contacts or Candidates, a prompt will appear asking you to confirm whether you want all Contacts and/or Candidates associated with the Company to be marked as off limits.

If any Contact or Candidate associated with the Company is part of an active sequence, another prompt will appear asking you to confirm whether you still want to proceed with marking them as off limits.
​

You can also mark multiple records as off limits at once. Go to the relevant record list, select the records you want to mark, and click Off Limits.

If any selected records are enrolled in an active sequence, a prompt will appear asking whether you want to unenroll them from the sequence or keep them enrolled. This choice applies to all eligible records in the bulk action, so you do not need to make the selection for each record individually.

You can also set up candidates as off-limits while placing them in any job. In the "Update Hiring Stage" window, you'll find an option to mark them as off-limits once their hiring stage is changed to "Placed":

Here's how you can create customized off-limits statuses, which can serve as tags or reasons for marking candidates as "off-limits":
​

1. Navigate to your Admin settings and click on "Off-Limit Status".

2. Click on the "Customize" button:

3. To add new off-limits statuses, simply click on "Add new status". You can choose a specific color for the tag by selecting "Select color", and if you want to make it the default, just click on the "Default" checkbox:

4. Now hit the "Save Status" button to confirm the statuses you've added.

To find all of your off-limits records, navigate to your Quickview and click on "Off-Limit Candidates/Contacts/Companies":

Records that have been marked as off-limits will also display a tag on their profile, and you will also have the ability to:

Using the Off-Limits feature in Recruit CRM helps you keep your database clean, compliant, and safe from accidental outreach by separating restricted records from active ones.

Hope this helps!