Status Code Options Section
    • 28 Mar 2023
    • 1 Minute to read
    • Contributors
    • PDF

    Status Code Options Section

    • PDF

    Article summary

    When creating workflow, the Status Codes and Status Code Groups with specific options are often used in conjunction to control workflow. 

    Go to Setup-Accounts- Status Codes

    Status Code Options Section

    Fields in the option section may change based on the type of Status Code Group selected. 

    Specific options include:

    FieldNotes
    Selectableif checked, allows users to change the status code from the Status drop-down menu under Notate Account;
    if unchecked, prevents users from changing the status code on the account
    DisputeThe status code will display when inserting a dispute record on an account 
    Dispute ResolutionThe status code will display when resolving a dispute record on an account
    Cancelledif checked, the status code will display when cancelling an account
    Legalif checked, the status code will be selectable on legal cases
    ReactivateStatus code will display when reactivating an account
    LockedAll accounts with the status code won't be able to be changed. Information will be greyed out
    Is ProtectedLimits status code to be changed based on user permissions
    Selectable is allowed with all Status Code Groups with the exception of: BANKRUPTCY, DECEASED, DISPUTE, NEW



    Active 

    Bankruptcy 

    Cancelled 

    Closed 

    Deceased 

    Dispute 

    Forward 

    Fraud 

    Legal 

    New 

    Paid 

    Promise 


    Settled 

    Skip 

    Special Handling 

    Suspended 

    Unknown 









    Was this article helpful?

    What's Next
    Changing your password will log you out immediately. Use the new password to log back in.
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    ESC

    Eddy AI, facilitating knowledge discovery through conversational intelligence