Select a Quick Status

Administrators can use the Quick Status bar on the Work Form to select an account status from a pre-defined set of statuses.

To select a quick status

• With an account displayed in the Work Form, in the Quick Status bar, click a status to assign to the account. The account status changes to the specified status.

Related Topics

Account Status

Change the Status of an Account

Assign a Status to the Quick Status Bar

Standard Status Codes