Contract Sub Status - Events

This window is used to enter contract sub status details. The Sub Status is an additional marker that can be used as a special reference. For example, if you use your Contracts window to log enquiries, you can use the Sub Status field to tag the enquiry as 'Hot', 'Medium' or 'Cold' depending on the perceived seriousness of the enquiry. The flag can be removed to turn the enquiry into an contract if the client decides to go through with the contract.

This page has only two fields, which are:

Contract Sub Status Code

A single character code that you wish to use to represent the Sub Status you are creating. For example, if you are using the Sub Status to indicate the customer interest levels, you can enter the code V to represent Very Interested.

Description

Use the second field to enter a full description of the Sub Status that you are creating. For example, for the Sub Status Code V the description could read Very Interested In the Product.

To set up a New Contract Sub Status

  • Go To Parameters & Lists > Contracts & Items > Contract Sub Status in the main menu bar.
  • Enter a one-character code for the sub status.
  • Hit return and click on yes for Add New Sub Status?
  • Enter a description of the sub status.
  • Click on the green tick button to save.