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Status Codes

The Status Codes feature provides a user-defined method for identifying a Client's status within Client Assignments and Client Checklists. These codes help streamline tracking and reporting by assigning an abbreviated identifier to different client statuses.

Navigation

Main Menu → Selects → N-Z → Status Codes

Applies To: Enterprise, Plus, Basic


Field Details

  • Code: A short abbreviation representing the status.
    • Up to five alphanumeric characters.
    • Required field.

Conclusion

Using Status Codes allows for efficient categorization, tracking, and reporting of client statuses. These codes help maintain consistency across Client Assignments and ChecklistsFor further assistance, refer to related articles or contact support.

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