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Edit Customer Status

A Customer Status says where a customer is in your process — waiting, dropped off, and so on — and each one carries a colour so staff can read the board at a glance. It describes the customer, not the job; the job's own progress is Work Status. The list shows each Customer Status Type and its Status.

3 how-to answers 2 screenshots Open in ARM Markdown

How do I add a customer status? #

  1. From the Home Screen, click System Setup Tools → Edit Customer Status.
  2. Click ADD Customer Status.
  3. Enter the Customer Status Name, such as Waiting or Drop-off.
  4. Pick the Color staff will see it in — use clearly different colours so the board is readable at a distance.
  5. Leave Status set to Active.
  6. Click Save.
Add Customer Status form
Add Customer Status form

How do I edit or retire a customer status? #

  1. From the Home Screen, click System Setup Tools → Edit Customer Status.
  2. Type part of the name in the Search box, or set Status to All, Active or Deactive, then click Search. Click Show All to list every status.
  3. Click the edit icon in the Action column.
  4. Change the Customer Status Name or Color, or set Status to Deactive to stop offering it.
  5. Click Save.

How do I change the order the statuses appear in? #

  1. From the Home Screen, click System Setup Tools → Edit Customer Status.
  2. Drag the handle in the Sort(Drag) column to move a status up or down. Put the ones you use most at the top.
Customer statuses
Customer statuses

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