3. How to Configure Statuses

Effective status management lets you tailor client and request lifecycles to your business processes, ensuring clear visibility of progress and automating downstream actions. In Settings > Configurations > Statuses, you’ll find two panels—Client status and Request status—that govern how records appear and transition within the Clients and Requests modules, respectively.

Use Cases

1. Customized Pipelines: Define stages like “Lead,” “Prospect,” and “Customer” for clients, or “New,” “In Review,” and “Completed” for requests, matching your organization’s terminology.

2. Default Routing: Set a default status (e.g., “Active” for clients) so that all new records start in a predictable state, reducing manual setup.

3. Visual Prioritization: Assign distinct colors to statuses (red for high-priority, gray for archived) to surface critical items at a glance.

Accessing the Statuses Configuration

To configure statuses, go to Configurations > Statuses tab at the top. A tab with two sections will open:

1. Client status (left): In this section, you can manage the statuses you select for clients in the Clients module.
2. Request status (right): In this section, you can manage the statuses that you select for clients in the Requests module.

Adding a New Status

1. Click the Add button in the upper right corner of the corresponding section.
2. In the Add status form, enter:
   Name: The display text (e.g., “Pending Approval”).
   Label: A unique identifier used internally (e.g., pending_approval).
3. (Optional) Choose a Color by clicking one of the swatches—this color will appear as the status badge.
4. To make this your system-wide default, check Make as default.
5. Click Save to add the status.

Editing an Existing Status

1. Click the ✏️Edit icon next to the appropriate status.
2. In the Edit status sidebar, you can update:
   Name (label remains read-only)
   Color
3. Click Save to apply the changes.

Setting a Default Status

Only one status per panel can be default. New records automatically receive this status.

1. Hover over the status you want as default.
2. Click Make as default.
3. The “Default” badge will move to this status.

Deleting a Status

Important: You cannot delete a status marked as default or one currently in use by existing records.

1. Ensure the status is not the default (see “Make as default” above to change defaults).
2. Click the 🗑️ Delete icon next to the status.
3. Confirm the deletion when prompted.