Add a New Customer Status
- Michelle Russell
Analytics
New customer statuses can be set in the Code Management module of Moveware using the code type of ‘Cust Status.’
Once configured, on any screen that allows users to select a customer status from the Status box, the list of available statuses will be populated from hardcoded statuses and any new statuses added to Code Management using the steps below.
How to Add a New Customer Status
First, in Code Management, check if ‘Cust Status’ is available in the ‘Type’ field.
If not, select type ‘Code’, then click the ‘Add’ button. Enter ‘Cust Status’ into the ‘Code Value’ and ‘Description’ fields, then click ‘Save’.
Once ‘Cust Status’ becomes available as a Type, the user can add new creditor status. Select ‘Cust Status’ type, then click the ‘Add’ button.
Enter desired status into ‘Code Value.’