How to add or remove customer statuses. How to change the displayed name of the customer status. How to create a custom customer status option.
Solution
If you wish to configure customer statuses, follow the steps below:
1. Within 2020 Fusion, go to File Manage Customer Customer Statuses.
2. This will bring up the Configure Customer Statuses window.
Select the status options you wish to show and deselect the status options you wish to remove.
Once you have made your selection, click OK to complete.
(Note: Some statuses are ticked and greyed out by default and cannot be changed).
3. If you wish to create a custom customer status option and change the displayed name, select a custom status from the Configure Customer Statuses
and rename the displayed name. Click OK to complete the changes.
4. This will add the option in the Customer Status drop down menu within the Edit Customer window.
If you wish to edit customer details, please refer to the article on Editing Customer Details in 2020 Fusion