BT> Maintenance> Status

Status Maintenance

Summary

The Status Maintenance window is used to create and maintain statuses. A status is a user-defined code used to describe the current state of a business. For example, a business that is currently open and conducting business could be listed as Active while a business going through bankruptcy proceedings could be listed as Bankrupt.

Statuses are attached to businesses using the Business Maintenance window (BT> Maintenance> Business> Open a business> General tab> Status field).

Related Links

Click here for information on Business Maintenance.

Step by Step

1    View existing statuses.  

 

• Open the Status Maintenance window (BT> Maintenance> Status).
• The left section of the window will display all of the statuses that have been created in the application. Select a status in the left section of the window and the information attached to that status will populate in the Maintenance section to the right.
• Highlight a status and press DELETE or click the Delete icon if you would like to delete a status.
  • You cannot delete a status that is attached to a business (BT> Maintenance> Business> Open a business> General tab> Status field). If you try to delete a status that is attached to another record, an information window will open displaying the record it is attached to.
• Press INSERT or click the Create icon if you would like to create a new status. This will create a new line item in the left section of the window and the fields in the Maintenance section to the right will be enabled to enter the status information.

2    Create or modify a status.  

 

• The Status field is used to create the status code. The status code can be up to 10 characters long.
  • This is the only required field in the window. All other fields are optional.
  • You will not be able to edit an existing status field.
• The Description field is used to enter a description on the status. The description can be up to 60 characters long.
• Press ENTER or click the Save icon to save the business status.

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