Customers
User information
 Loading ...
Show article in Knowledge Base

 Company Statuses Export knowledge base Export     SubscribeSubscribe      Show article info

Companies can have different statuses, and this is where you manage these.

The benefit of having multiple statuses for companies is that you can tailor them to your needs. An account will have at least two statuses by default, 'Active' and 'Inactive'.

You need at least one active and one inactive status in use.

 

 


You can add a new status by clicking "Add new status".

 

 

Set the name and description in the dialogue and then set the rest of the information in the table. Press "X" to delete a status.

 

A company status have these fields:

  • Name - The status name.
  • Description - What the status is about
  • In use - If this is checked, the status is currently used for companies.
  • Inactive status - If this is checked, this is an inactive status. Companies with this status set are inactivated.
  • Order - Determines the order the statuses in the dropdown list for company status. Lowest numbers come before higher ones. Statuses with same numbers are ordered alphabetically.

 

 


User comments
 Loading ...