Manage Custom Statuses for Correspondence Types

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Create a New Correspondence Type

• Create a Custom Status

• Delete a Custom Status

Create a Custom Status

1. Navigate to the Company level Admin tool.

2. Under Tool Settings in the sidebar, click Correspondence.

3. Click the Statuses tab.

4. Click Add Status and select the correspondence type that you want to add a custom status for.

5. In the Create Custom Status window, complete the following:

   • Status Name: Enter a name for the status.

   • Map to Default Status: Select the default status that your custom status is associated with.
     Note: For customers with the Workflows tool, this allows the custom status to be used with certain workflow steps. See Create a Custom Workflow Template.

6. Click Create.

Delete a Custom Status

1. Navigate to the Company level Admin tool.

2. Under Tool Settings in the sidebar, click Correspondence.

3. Click the Statuses tab.

4. Click the arrow icon next to the correspondence type with the custom status that you want to delete.

5. Click the delete icon next to the custom status that you want to delete.
   Note: Custom statuses that are in use by a correspondence item or correspondence workflow have a gray delete icon and cannot be deleted.

6. In the Delete Status window, review the information and then click Delete.