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Transactions Statuses
In CRM Administrator Menu/Transactions Tab you can find Statuses Section where you can create statuses and adjust settings and rights to change statuses in transactions.
Setting name | Description |
|---|---|
Status Name (En) | Status name on English. |
Status Name | Type in status name on default language. |
Record date of status change | If checked this status change date records in Status Date field type (Transactions attributes section in CRM Administrator Menu/Transactions Tab). |
Change to | Select groups which can change from different statuses to selected status. |
Change out | Select groups which can change from this status to another. |
Can edit in this status | If checked Transaction is editable in this status. If unchecked Transaction is read only. |