Customize your list of Client status by adding, modifying, and removing status based on your preference.
Written by Shruti Patel
In the system, Clients can be categorised by assigning them a status called the Client Status. You can customise and manage these client-specific statutes as per your system requirements.
To customise the Client status, click on the "Admin" Module on the left-hand side of the menu and then choose the "Client Status" option from the Customization Tab.
Navigation Link: https://app.ismartrecruit.com/admin
The essential purpose of this screen is to provide the facility to add, edit, and remove statuses that help track clients into the system as per their requirements.
Navigation Link: https://app.ismartrecruit.com/clientStatus
Step 1: Click on the "+ Add Client Status" button at the top of the screen.
Step 2: After Clicking on "+ Add Client status," the pop-up form for the Add Client Status will appear. You can enter a new Client Status, Select the status colour and Click the save button at the bottom to save the Client Status.
Click on the "Edit" icon (pencil icon) after the respective status name to modify and save the changes, and click on the "Delete" icon (cross icon) after the respective status name to remove them.
Note: You may be unable to remove Client status if it is already mapped with the active Client(s).
You may not remove/edit any built-in status. Removing them could lead to errors in generating reports.
