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 

 

 

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

 

 

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

 

 

 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: 

 

 Client status (left): In this section, you can manage the statuses you select for clients in the Clients module. 

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

 

 Adding a New Status 

 

 Click the  Add button in the upper right corner of the corresponding section. 

 In the  Add status form, enter: Name: The display text (e.g., “Pending Approval”). Label: A unique identifier used internally (e.g., pending_approval ). 

 (Optional) Choose a  Color by clicking one of the swatches—this color will appear as the status badge. 

 To make this your system-wide default, check  Make as default . 

 Click  Save to add the status. 

 

 Editing an Existing Status 

 

 Click the ✏️ Edit icon next to the appropriate status. 

 In the  Edit status sidebar, you can update: Name (label remains read-only) Color 

 Click  Save to apply the changes. 

 

 Setting a Default Status 

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

 

 Hover over the status you want as default. 

 Click  Make as default . 

 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. 

 

 Ensure the status is  not the default (see “Make as default” above to change defaults). 

 Click the  🗑️ Delete icon next to the status. 

 Confirm the deletion when prompted. 

 

 

 By thoughtfully defining client and request statuses—complete with unique labels, colors, and defaults—you create a transparent, enforceable workflow that scales with your business. Regularly review and prune unused statuses to keep your system lean, and leverage status-driven automation (notifications, reports, transition rules) to streamline daily operations.