Add a Stage to a Process

Use the Process Stages panel to add a stage to a process.

To add a stage to a process

1. In the Navigation pane, click System Codes and Settings > Accounts > Process Stages.

2. Click the process to which to add a stage. The process expands.

3. Next to Stages, click the plus sign (+). A blank row appears in the data grid.

ID: Code that the system assigns to identify the stage.

Name: Name of the stage.

Description: Description of the stage.

Is End: If selected, this stage is the last stage in the process.

4. Complete the information and then click Done.

5. To modify a stage, click Edit, complete the information, and then click Done.

6. Click Save.

Related Topics

Search for a Permission or System Code

Process Stages