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Overview

Account status types allow to you define what statuses an account can be in. When creating account status types you can specify if the status is billable or non-billable and if account settings can be modified or not while the account is in the particular status. The available settings are explained in more detail below.

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The information in this panel reflects the currently selected account status type. From here you can change account status type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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This section displays where the selected account status type is used in the system. By default, the reference data is displayed in a summary format to indicate where the account status type is in use, however the Entity drop down field can be used to view the exact system objects that the account status type is configured on.

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Adding Account Status Types

1. Under the Account Status Types heading on the left click the  icon

2. Under the Add Account Status Type heading on the right specify the account status type details

3. Click Save

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Editing Account Status Types

1. Under the Account Status Types heading on the left click the status type you wish to edit

2. Under the Edit Account Status Type heading on the right modify the status type details

3. Click Save when you have finished making changes

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Deleting Account Status Types

1. Under the Account Status Types heading on the left select the account status type you wish to delete

2. Under the same Account Status Types heading click the  icon

3. On the confirmation dialog that appears select Yes