Set Up Company Statuses

Set Up Company Statuses

Overview  

This video will show you how to set up different statuses used in a company record. A step by step guide can be found below the video. 


Steps 

  1. In System Setup, open System Data.
  2. Double click in the Customer Status line to open the table.
  3. Enter Edit Mode.
  4. Either edit an existing status or click on the New button to add a new customer status.
  5. Enter a description for the company status.
  6. Save the screen.