Statuses

Create a New Status/Edit a Status

Go to Manage → Settings → Statuses to see a list of your statuses.

To create a new status from scratch, click Add new.

To use an existing status as a template for your new one, click Clone in the Actions column.

To edit a status, click its title.

The status details will open.

Status Details

Fill out the Title and Description (optional), then set up your status settings:

Settings	Description
Validation	When Validation is turned on, it will not be possible to save a campaign record with this status unless all required fields are filled in. You can set up your form required fields in Record types.
Next call	When Next call is turned on, it will not be possible to save a campaign record with this status unless a date and time for the next call is entered.
Colour	Select the colour of the flag displayed in the list of tickets when you select this status in a ticket.

Save your status.

Don't forget to select the Categories, Queues and CRM Record Types where you want to use the status.

Select Categories, Queues and CRM Record Types

In the Status list, click Categories, Queues or CRM Record Types in the Relations column. This will open a list of your Categories / Queues / CRM Record Types. Select the ones where you want to use the status and click Save.

The Categories and CRM Record Types Relations you select here will be applied in the GUI only. It will be possible to select any status via the API in Tickets and CRM Records.