The Contact Settings area controls how contacts behave inside NextCRM.
You can manage default contact type, default contact status, display columns, quick preview, automatic assignment, subscription behavior, and cleanup settings.
You can access it from:
WordPress Dashboard → NextCRM → Contact Settings → Settings
Type & Status
The Type & Status section lets you choose default values for new contacts.
Default Contact Type
This setting controls which contact type will be assigned to new contacts by default.
Available options include:
- Contact
- Customer
- Lead
- Partner
- Client
- Other
For most websites, Contact is a good default option.
Default Contact Status
This setting controls which status will be assigned to new contacts by default.
Available options include:
- Subscribed
- Bounced
- Complained
- Pending
- Unsubscribed
For normal email subscribers, Subscribed is commonly used as the default status.
Default Display Columns
This setting controls which columns appear in the Contacts table.
Available columns include:
- Name
- Email Address
- Contact Type
- Status
- Created At
- Updated At
- List
- Tags
- Rating
Enable only the columns you need.
This keeps the contact table clean and easier to manage.
Quick Contact Preview
Quick Contact Preview allows you to preview contact details directly from the contact list.
When enabled, you can check important contact information faster without opening the full contact profile page.
Use this option if you regularly review contacts from the contact table.
Assign Contacts
The Assign Contacts section helps you automatically assign new contacts to selected lists or tags.
Auto Assign to Lists
Use this option to automatically add new contacts to one or more selected lists.
This is useful when every new contact should go into a default list, such as:
- Newsletter Subscribers
- Website Leads
- General Contacts
Auto Assign to Tags
Use this option to automatically assign selected tags to new contacts.
This is useful for marking contacts with default tags such as:
- New Subscriber
- Website Lead
- Imported Contact
Advanced Settings
The Advanced Settings section controls subscription behavior, user registration, unsubscribe behavior, and contact cleanup options.
Subscribe Message
This message is shown after a contact subscribes.
Example:
Thank you for subscribing!
You can customize this message based on your brand tone.
Auto Register as User
When enabled, new contacts can be automatically registered as WordPress users.
This is useful for membership, LMS, or customer-based websites where contacts also need user accounts.
Use this option carefully because it can create WordPress user accounts automatically.
Delete Contact on User Delete
When enabled, the related NextCRM contact will be deleted when the connected WordPress user is deleted.
This helps keep your CRM database clean.
Delete User on Unsubscribe
When enabled, the associated WordPress user account will be deleted when the contact unsubscribes.
Use this option only if it matches your website workflow.
Redirect User on Unsubscribe
When enabled, users can be redirected to an unsubscribe page after unsubscribing.
This is useful if you want to show a confirmation page or collect feedback after unsubscribe.
Auto Delete Unsubscribed Contacts
This setting controls how many days unsubscribed contacts will remain in your database.
Set the value to 0 to disable automatic deletion.
Example:
- 0 means do not auto delete
- 30 means delete after 30 days
- 90 means delete after 90 days
Attempts Default Status
This setting controls what status should be applied after contact attempt limits are reached.
Available options include:
- Subscribed
- Bounced
- Complained
- Pending
- Unsubscribed
For failed delivery attempts, Bounced can be used as the default attempt status.
Attempts Times
This setting controls how many attempts are allowed before the contact is marked with the selected attempt status.
Example:
If the value is 3, NextCRM will update the contact status after 3 attempts.
Auto Delete Contact Logs
This setting controls how many days contact logs should be stored.
Set the value to 0 to disable automatic log deletion.
This helps manage database size over time.