Client Statuses - Freetext box for internal training

Can we add to the client statuses in settings, the options to name a new status, assign the colour AND have a description box where we can explain the use case scenarios for that status, for our team. Fully customisable by firms in settings. Raised at the New BizWiz roundtable event.

Area of the system
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Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

10 months ago

Author

Clive Thompson

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