Custom Client Statuses

New or Custom Status Types for clients

We have added additional client status types such as “Suspended” or add custom status types of your own.  Change a client’s status in their client’s profile.  We will be adding more functionality to this and the API in the coming weeks.  See My Company > Client Status Types for details.

ClientStatusTypes

Add Colors to Custom Client Statuses

A few months ago we added the ability to set your own custom statuses to clients. Now  add colors to those custom statuses so they will stand out in your client list. Visit “My Company> Client Status Types.”  To add a color highlight to any “Custom” status you’re created: Click and choose the color and then click the save icon.

New_Status_Color