Versions Compared

Old Version 3

changes.mady.by.user Beverly Dellosa

Saved on

compared with

New Version 4

changes.mady.by.user Beverly Dellosa

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Open a Customer record record.
  2. On Detail tab, click the Status ellipsis button. If the Status field is not blank, the button will open the Account Status Codes record assigned to the customer. However, if the field is blank, it will open a new Account Status Codes screen.
  3. If an existing Account Status Codes record is opened, click the New toolbar button.
  4. Enter a Status Code and its Description. Status Code is a required field. See Refer to Account Status Codes for the fields description.
  5. Click Save then Close toolbar button once done.
  6. The new Status Code will now be available on the Status combo box list.