This article details how to enable custom applicant status options
From AgencyCloud 12.145+,
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authorised clients can be given access to the Setup Sources/Position/Feedback screen which allows them to set up their own
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custom applicant status options
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- however, if a client hasn't used custom options before, a configuration option also needs to be enabled to switch the feature on
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, as outlined below
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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:
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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 |
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(default options can still be selected by right-clicking over the Status field on the applicant record |
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From the System Configuration screen:
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) |
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How to enable custom applicant status options via System Configuration |