Configure your account to reflect the way you work, with your own business processes. By customizing and configuring a starting and ending status, you're able to provide your users with a clear business process to follow, improving consistency and coordination across your team.
Using this guide, you can:
When it comes to understanding how to utilize a Status, it’s important to understand the parts that make it up. There are two primary parts that make up a Status:
Status Name: This is simply what you name this Status. You can have it named anything you like, whether Open, Closed, Cancelled, or even Kittens and Puppies. It’s just a name that holds meaning to you.
Standing: This is how Accelo treats the Status. There are only a specific set of Standings in Accelo that are provided. The main ones to know are:
Pending/Submitted/Prospect: These are entered in, but not necessarily counted as items currently being worked on.
Active/Open: This is an active object to be tracked, and is being worked on.
Paused: This is to be put on hold, and not be on any active reporting.
Inactive: This has been cancelled, and is no longer counted on active reporting.
Complete/Closed/Resolved: This has been completed. Remaining data will be reported accordingly, and archived.
Other/Interested: Similar to Pending/Submitted/Prospect, but under a different label to filter for.
NOTE: In your Status bar, clicking that Status Name will show you the new Standing.
Let’s see the difference in an example:
If you customize a Status Name as “Puppies” to have the Standing “Complete”, you will see the term “Puppies” in your Status bar as a Progression Option. When you click on “Puppies” to progress your object, you will now see the Status bar updated with your new standing as “Complete”.
The instructions here explain how to create a status for the progressions of a Ticket type, but the process is nearly identical for other modules.
To create a New Status:
Under Progressions & Fields, select the Ticket Type you wish to edit. Note that when you create a new type, Accelo will automatically create some progressions.
Hit the New Status button.
You will be taken to the Add New Status page.
Define fields in your status:
Title: This is the Name of your Status.
Standing: What Standing do you want your Status in? For example, if your Status is named ‘Cancelled’, it would make sense to provide it an ‘Inactive’ Status.
Color: This is the color that the Status will appear in.
You can set up as many statuses as you need. The trick is then establishing how a module moves through those statuses. To do so, set up Status Progressions.
While viewing a list of statuses, click the recycle bin icon at the far right to delete it.
If the icon is unavailable, this is because that status is currently being used by records in the system. If you still want to delete this status, you can run a search for records in that status and progress/edit them into a different status. Once all records are moved out of this status, you should see the recycle bin icon and be able to delete the unwanted status.