Customer Status

Customer Status

Module: Customer Status
Path: Company > Company > Customer Status
Topic: Customer Status
Version(s): 5.1 & up 
Editions: 

What Is Customer Status

Customer Status is another tool to set status information specific to your client needs for reporting purposes.

Making The Connection

Where Will I See This Within OLX?

There is a drop down on the Customer Information section on the Customer Detail Center

What Reports Can Be Pulled?

  1. Data Warehouse Export

What Imports/Exports Relate to Customer Status

Currently there are no imports/exports that handle Customer Status.

Setup

Navigate to Company Data > Company > Customer Status


Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

  1. Client
  2. Create Date
  3. Customer Status
  4. Customer Status Code
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
You can set the number of records to be displayed 


Add New

  1. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  2. To add a new record, click on the Add New button in the blue module bar.
    1. A new window will pop up.

  1. Client - select from the list of Clients available in the drop down
  2. Customer Status
  3. Customer Status Code


* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes you have made click the Apply button .
* To print the current window click the Print button .
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.

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