Custom Status Options

Setting up your custom status options is a good way to have a visual representation on-screen to prioritise your documents in your own way.

Adding A New Custom Status

Go to Admin > Customisation > Custom Status Options

Then create your own status by;

• Click - New
  
  
• Choose where this status is available to use;
  - Calendar
  - Estimate
  - Job Sheet
  - Invoice
  
  
• Enter - Name for the new status option
  
  
• Sort Order - This determines what priority your status appears on screen ( 100 = High Priority / -100 = Low Priority )
  
  
• Background - The colour displayed to distinguish between each status option
  
  
• Text Colour - Black/White ( Choose the best contrast against the colour selected )
  
  

Your new status is now set up and ready to be selected against the options as requested.