BT> Maintenance> Status
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
- 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.
- 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.