'In Preparation' status for a Contact

[Former Member]

Hi all,

I've noticed that for some contacts in C4C, that their status is 'In Preparation'. When in this state, they cannot be added to accounts, etc.

What is the meaning of 'In Preparation' and more importantly how do they get in this state AND how do we prevent them from going to this state?

Now we have to go through each one and set as 'Active', which is a bit annoying.

Thanks in advance.

[AnkushPashine · Accepted solution]

Hello Sandico,

If this is via import ,sorry I am not why in your case 1 percent remains as 'In Preparation' .But what I can confirm on is ,If the status is 'In Preparation' it can not be use in other transaction document - it needs to be activated.

Regards,

Ankush.

[AnnaF14]

We found out that: While creating Leads in C4C with non-existing accounts, the accounts are created in the background at the same time. However, they have the status "In Preparation" and cannot normally be found via the search.

Best regards,

Anna

[AnnaF14]

Hi all,

we have the same issue with the status "In Preparation" for a few contacts. @Sandico: Did you find out why and what triggers this status? We cannot reproduce this condition. If I create a contact from Outlook and synchronize with C4C, the status is immediately set to "Active". I observed the same behavior when a contact was created directly in C4C.

Note: During the migration of all contacts (via Migration Tool) we left the status field empty.

Thanks,

Anna

[Former Member]

sorry, unfortunately we do not know why some are 'In Process' - it becomes a routine task now, to check for any and activate them ....unfortunately

[Former Member]

Hi Ankush,

99% of the master data (i.e. Contacts) we import into the system , say via the Outlook add-in are set to 'Active' by default. It is only this 1% where they get set to 'In Preparation' and i can't figure out why this is happening.

Our users rarely, if ever, change the status of a Contact - they only notice when they cannot use that Contact in a Lead/Opportunity and then we find out its 'In Preparation; ...but we still dont understand why it happens

[AnkushPashine]

hello Mark,

In general ,when any master data/transaction data is created it will be with status 'In Preparation' (i.e. not ready for use).

Only when it is set to Active ,it can be used .You need to set status from In Preparation to Active for further using/processing

it .This is an expected system behavior .You need to do the via Action 'Set as Active' (if you are using HTML5)

Hope this answer.

Best Regards,

Ankush Pashine.