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
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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 Checklists. For further assistance, refer to related articles or contact support.