Client Status Reasons

If you use client statuses to track your prospects and clients, you’ve probably discovered there are times when you really want to indicate why a client was put at a certain status. The software provides client status reasons for just those times. You can set up a list of reasons for each status and then choose one when you change a client’s status. See also: Client Statuses

Note: The “Status Reason” field is on the General tab of the client record but only appears when a client status has been chosen that has one or more status reasons set up for it.

Setting up Client Status Reasons #

Follow these steps to set up client status reasons:

1. Go to Maintenance > Clients > Client Status Reasons to open your status reasons list.

   

2. Choose a Client Status from the drop-down list.

3. Click New to add a status reason for the status you just selected.

4. Type in the Description.

5. Further maintain your list using the following options, found either on the ribbon or directly in the grid.

   • Modify a Status Reason – Double-click the status reason and then edit the description.

   • Delete a Status Reason – Highlight the status reason and click Delete on the ribbon.

   • Change the Order – Highlight a status reason and use the Move Up and Move Down tools on the ribbon.

   • Make a Status Reason Inactive – Check the Inactive box to hide a status reason you are no longer using (but may not want to delete).

6. You may also want to:

   • Hide Inactive Status Reasons – Click Hide Inactive on the ribbon to hide (or reveal) any inactive status reasons.

   • Print the List – Click Print on the ribbon to generate a printed report of your client status reasons.

   • Export the List – Click Export to PDF/Excel to export the list.

7. Close the list when finished.