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?
- 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
Utilizing the buttons on the tool bar
![](https://support.orderlogix.com/galleryDocuments/edbsnb7291b95907781dbb9e61319e10650514b83cc4cbd7d9d80c6d0fecd4125b5f6fc68b43e0b01a35f6a180317ad78c22a?inline=true)
you can:
Go back to the previous screen
![](https://support.orderlogix.com/galleryDocuments/edbsn89ba92151948c3c8130146c9fca8521f9ecaf26c3b7b76974a9b5f3334af61145c33660be82d0ddfd81ab07e0a2f52b3?inline=true)
Add new
![](https://support.orderlogix.com/galleryDocuments/edbsn444a19f3973748555abc24ccdd4f43ccb087558b611995f371696bd35a1e844c88e436c252b35c3c31752ebdb534460a?inline=true)
Print
![](https://support.orderlogix.com/galleryDocuments/edbsn2c62aa19ef83cbbcc13e796469af40ed277546ca727dccaa29f28eee15263e07bba1868ff2aed920e44833c7e74d7929?inline=true)
Minimize module
![](https://support.orderlogix.com/galleryDocuments/edbsn2c62aa19ef83cbbcc13e796469af40ede4dd4095955719d98eb7ba59ed52eb2df90c53e54b923c8eae52d68a7e55b535?inline=true)
Filter
You can use the filter options to narrow down the displayed selections.
- Client
- Create Date
- Customer Status
- Customer Status Code
Add additional filters by click the Add
button ![](https://support.orderlogix.com/galleryDocuments/edbsn2c62aa19ef83cbbcc13e796469af40ed44660bf3e6c77de49883cbd328b286ebf219dcd4f16a4bcbebe354869cb9ce73?inline=true)
Apply the filtered selections by clicking Apply Filter
![](https://support.orderlogix.com/galleryDocuments/edbsne9790daeacdf54855f24962b5e8c3267b88f810e3c696f30e1e06abe67309d71798c2f4c4e32ad2fafdb3cf1866a0553?inline=true)
Remove the filtered selections by clicking Remove Filter
![](https://support.orderlogix.com/galleryDocuments/edbsn09e4ec2f871ecb13b8b802769cb7378bfd0783f6763f81fdc888c81be43d4f14603403cd56b1f9c41db52d2468e0f958?inline=true)
You can set the number of records to be displayed
Add New
- To edit an existing record, click on the edit pencil next to the record you wish to edit.
- To add a new record, click on the Add New button in the blue module bar.
- A new window will pop up.
- Client - select from the list of Clients available in the drop down
- Customer Status
- Customer Status Code
* To save the changes click the Save button
![](https://desk.zoho.com/DocsDisplay?zgId=683051655&mode=inline&blockId=bqhbq4b0ac1de4128491d8e2ced89192866cb)
.
* To cancel any of the current changes you have made click the Cancel button
![](https://desk.zoho.com/DocsDisplay?zgId=683051655&mode=inline&blockId=bqhbq3dcfc78c402e4d6db86526c1edd1e0fa)
.
This will close the window without saving any changes.
* To apply the current changes you have made click the Apply button
![](https://desk.zoho.com/DocsDisplay?zgId=683051655&mode=inline&blockId=bqhbqe7cc81ab603b4c6fbc9e51504e73c320)
.
* To print the current window click the Print button
![](https://desk.zoho.com/DocsDisplay?zgId=683051655&mode=inline&blockId=bqhbq1495f6cb226c48b28f40275ab5048f92)
.
* To delete the selection click the Delete button
![](https://desk.zoho.com/DocsDisplay?zgId=683051655&mode=inline&blockId=bqhbq801536ecc0dd4279a9c5af3a5ca79ad9)
.
This will prompt you to make sure you want to delete this item.
![](https://support.orderlogix.com/galleryDocuments/edbsn1cd6de259260dc4442cdee3cbeab5da726ae734805f797224a82bd43b714f04e2b8677a20ec1a8359746765dcc321add?inline=true)
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