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

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 inside 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:

When setting companies as off-limits, you also have the option to mark the associated contacts or candidates off-limits.

3. Another way to mark records as off-limits is by selecting multiple records in bulk.

To do this, go to the list page of the records, select them in bulk, and then click on the "Off-Limits" button. Follow the same process to mark them as off-limits:

Whenever a record is set as to off-limits, they will appear with a tag next to their profile picture:

4. 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":

If you're sourcing candidates or clients through the Chrome Extension, you'll be able to see a message letting you know a record was marked as "off limits" in the system:
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Here's how you can create customized off-limits statuses, which can serve as tags or reasons for marking candidates as "off-limits":
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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!