Enabling custom applicant status options
- Fiona Hardy
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
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 (default options can still be selected by right-clicking over the Status field on the applicant record)