From AgencyCloud 12.145+, authorised clients can be given access to the Setup Sources/Position/Feedback screen which allows them to set up their own custom applicant status options - however, if a client hasn't used custom options before, a configuration option also needs to be enabled to switch the feature on, as outlined below
Information on how to set up custom applicant status options can be found here
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Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify |
From the main menu: Click Configuration and select System Configuration On the Applicant Status tab, tick Use custom applicant positions in place of standard status list  Image Removed Image AddedClick Save and Exit
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Adding a custom list removes all default options - meaning that only the custom options will be available to select from the Applicant Status list (default options can still be selected by right-clicking over the Status field on the applicant record) |
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How to enable custom applicant status options via System Configuration |
