Protect business relationships
Teams can reduce the risk of contacting people connected to protected clients or restricted companies.
June 2026 Relationship protection
Off Limits
ATZ CRM introduced Off Limits so teams can mark candidates, contacts, and companies as restricted and avoid accidental outreach or submissions.
Mark candidates, contacts, and companies as Off Limits
Protect client relationships and non-poach rules
Use statuses, reasons, notes, and expiry dates
Apply restrictions in bulk where needed
Reduce accidental outreach to restricted records
Quick answer
What changed for recruiters?
Off Limits helps recruiters protect sensitive relationships by marking candidates, contacts, or companies as restricted across the team. It helps prevent accidental outreach, submissions, pitches, sequence enrollment, or other actions that could break client rules or internal policies.
What changed
What this update changes
ATZ CRM added Off Limits in June 2026. Teams can mark sensitive candidates, contacts, or companies so recruiters know when records require special handling.
This is useful for client protection rules, non-poach agreements, recently placed candidates, restricted companies, compliance requirements, or executive-search sensitivity.
Off Limits gives recruiters visibility before they contact, submit, pitch, or enroll a restricted record in outreach.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
Clearer recruiter guidance
Off Limits indicators help recruiters understand when a record should not be handled like a normal active prospect.
Better policy control
Statuses, notes, expiry dates, and domain rules give admins more structure around sensitive records.
Before and after
How the workflow changes
Before
Recruiters relied on notes, memory, or separate lists to avoid restricted candidates, contacts, and companies.
After
Off Limits creates a visible restriction layer directly inside ATZ CRM.
Before
Protected companies and related people could be missed during outreach.
After
Company and domain-based rules can help teams apply restrictions more consistently.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Identify the restricted record
Review candidates, contacts, or companies that should not be contacted or submitted without approval.
2
Mark as Off Limits
Choose a status, reason, notes, and optional expiry date.
3
Apply team rules
Use company or domain restrictions where a broader relationship rule should apply.
4
Review before outreach
Check Off Limits indicators before pitching, submitting, sequencing, or contacting records.
Feature-specific details
Extra context for this update
Some releases affect more than one recruiting workflow. These notes explain the practical details recruiters, admins, or managers may want to review before rolling the update out to the team.
Relationship protection
Common Off Limits scenarios
Recruiting teams can use Off Limits to prevent accidental outreach when a record requires special handling.
Client protection
Mark contacts, companies, or related candidates when a client agreement prevents direct outreach or poaching.
Recent placements
Restrict newly placed candidates for a defined period so recruiters do not accidentally approach them for another role.
Sensitive companies
Use company or domain-level rules when an entire organization should be treated carefully across the team.
Internal approval workflows
Add notes and expiry dates so recruiters know whether a restriction is permanent, temporary, or approval-based.
Best fit
Teams that benefit most
Agencies with non-poach agreements
Recruiters protecting client relationships
Executive search teams handling sensitive records
Managers enforcing outreach policies
Teams managing recently placed candidates
Helpful next steps
Related ATZ CRM pages
Off Limits help article Learn how Off Limits statuses, domain rules, bulk actions, and restrictions work. Client Relationship Management Software See how client relationship context supports safer recruiting decisions. Add organization manually Review company record setup before applying company-level restrictions. Link candidates and contacts Understand related people and company context before applying restrictions.
Quick answers
Common questions
What is Off Limits in ATZ CRM?
It lets teams mark candidates, contacts, and companies as restricted so recruiters avoid risky outreach or submissions.
When should a record be marked Off Limits?
Use it for client protection, non-poach rules, recently placed candidates, legal restrictions, sensitive companies, or internal policy rules.
Can Off Limits expire?
Yes. Teams can use expiry dates when a restriction should end after a defined period.
Can Off Limits apply to companies as well as people?
Yes. Teams can mark candidates, contacts, and companies, and use broader company or domain rules where needed.
Can recruiters add notes explaining the restriction?
Yes. Notes help teammates understand why the record is restricted and what approval or expiry rules may apply.
How does Off Limits reduce risk during outreach?
It gives recruiters visible context before they contact, submit, pitch, or enroll restricted records in outreach workflows.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.