Company Status Codes

This option allows you to amend and delete existing company status codes and also create new ones. When you select the option it will open a standard column form.

Company Status Codes Form

This form is displayed when you select the Company status codes option from the CRM MISCELLANEOUS OPTIONS MENU. The link at the end of this help file provides details of how to use the functionality of this type of form.

Fields

The company status codes form contains two fields, both of which also appear on the company record in crm, my desktop. The fields are :

Status: the status is a one character unique identifier for the code. This can be a letter or a number.
Description: you are allowed to enter up to thirty characters of text in this field describing the code you are creating.

More information is available on how to use the column form by selecting the edit column form link from the related topics section.