Status Codes

Status Code  Left click on a Status from the Status Codes list (Setup - Status Codes) to view Credit Reporting fields to be set at the Status Code record level. Status Code properties The Status Code screen contains al...

This article will demonstrate how to add   Status Codes . Setup-Accounts-Status Codes-New Status Code fields Status Code section Enter debt status code name Select debt Status Code Groups Add Label of the st...

Reconfigure default status codes Status codes can be changed at the account level if: The status code is set as "selectable" under Setup - Account s - Status Codes The user has a "Permission Role" that includes one or bo...

Locked status codes: Lock the account page preventing agents from modifying the account.  However, the status can be updated resulting in the ability to modify the account. Protected status codes: Lock the account page ...

Setup- Accounts-Status Codes If you see duplicated columns in the header section (Cancelled shown below), the user profile UI will need to be reset. Resetting the UI Setup-Profiles-select the user In the Profile section, click on R...

Status codes are organized together in ACE Status Code Groups . Status Codes with specific options are often used in conjunction with status code groups to control workflow.  See How to add a New Status Code for more information. Go to &nb...

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 chang...