Settings – Action Statuses

The Statuses tab should be used to establish the relationship between certain actions within the system and the status of items. For instance, when a Deal is created, its status will be marked as Pending if this option is selected from the dropdown menu. The following six actions can be defined in terms of status relationships:

• Lead Create – The status of a Lead when it is created.
• Booking Create – The status of a Deal when it is created.
• Option Create – The status of an Option type deal when it is created.
• Lead Assign – The status of a Lead when it is assigned to another user.
• Lead to Option – The status of a deal when a Lead is converted to an Option.
• Option to Booking – The status of a deal when an Option is converted to a Booking.
• Booking on Travel Date – The status of a deal when its start date is the current date.
• Booking after Return Date – The status of a deal when the return date has passed.
• Cancelled by Operator – The status of a deal when it is cancelled by the operator.
• Cancelled by Customer – The status of a deal when it is cancelled by the customer.

Customer Payment Status Related Actions:

• Customer Payment Create – The status of the Customer Payment when a Deal is created and the Customer Payment entry is added to the Customer Payment List.

Customer Invoice Status Related Actions:

• Customer Invoice Create – The status of the invoice when it is created.
• Customer Invoice Credit – The status of the invoice when a credit note is created.
• Invoice Partial Payment – The status of the invoice when a partial payment is received.
• Invoice Full Payment – The status of the invoice when full payment is received.

Supplier Invoice Status Related Actions:

• Supplier Invoice Create – The status of the supplier invoice when it is created.

Statuses are selectable from a choice list but come predefined when the account is set up.