Modify a Process Stage

Use the Process Stages panel to modify a process stage.

To modify a process stage

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

2. Click the process for which to modify a stage. The process expands.

3. In the data grid, click Edit. The data grid appears in edit mode.

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. Modify the information and then click Done.

5. Click Save.

Related Topics

Search for a Permission or System Code

Process Stages