We're looking for a way to indicate the status of a project, but the default options (which appear to be uneditable) don't sufficiently address our company's needs. Is there any way to edit/add job status options?
What exactly are you trying to do?
The job status lets you follow the condition of a job, and does not affect your ability to post to a job. You can change the status of a job record at any time and still post invoices or credits to it.
Note: The Job Status list is not editable. The six existing job statuses are defaults for the program.
Add two options, and edit the names on existing job status options. Part of our process includes a file review, following which a job needs to be tagged to get scheduled. Different staff would need to access reports for jobs that are in a particular status.
Sorry if I'm not explaining that well.....coffee is still in the activation stage.
Right...this is what I found as well, but held out hope of a work-around somehow.
Since the main Status field is not customizable, two other options are to edit the name of and use one of the User Defined fields in 3-5, or create a custom field in 3-5 where you can use your own statuses. These fields can be added to the criteria for reports and queries if needed.
*Community Hub is the new name for Sage City