Add or exclude contacts

Each mapping can carry people added or excluded by hand:

• Add someone who is covered but not in the client’s directory, such as an outside user you support.
• Exclude someone who is in the directory but should not be billed, such as your own account using one of the client’s licenses.

Add or exclude a contact

1. Open the company’s Agreements page and find the mapping.
2. Under Mapped Addition, click Manually Add a Contact or Manually Exclude a Contact.
3. Enter First Name, Last Name and Email Address, and optionally an Internal Note saying why.
4. Click ADD (or EXCLUDE).

The mapping lists them under Manually Added Contacts and Manually Excluded Contacts, where you can edit or remove them. They count from the next sync.

Other ways to leave someone out:

• the Agreement column on the Matching Form set to Off (see Review and commit a sync); for a license mapping, also tick Honor Agreement Off Flag;
• Ignore on the Matching Form, so ConnectActive takes no action on the user at all.

Dropped contacts held until invoicing

With Hold Contact Drops until After Invoicing on, a mapping also lists Dropped Contacts Held until After Invoicing: users who left but stay on the addition until it is next invoiced. See Turn on prorating.