Introduction

In this tutorial, I'll show you how to create a new Customer Status filter and edit it when required. Customer Status filters allow you to categorise your customers and make them easier to search and organise throughout the system.

Step 1 – Open the Customers Module

• From the left-hand navigation menu, click Customers.
• The Customer List will open, displaying all existing customer records.

Step 2 – Open Customer Status Settings

• Locate the Customer Status filter settings.
• Select the option to manage or configure Customer Status values.

This will display all of your existing statuses.

Step 3 – Create a New Customer Status

• Click Create New Customer Status.
• A new window will appear.

Complete the required fields:

• Name – Enter the name of the new status.
• Colour – Choose the colour you would like associated with this status.

Step 4 – Save the New Status

• Once you've entered the information, click Save.

The new Customer Status will now be added to your list and will be available throughout the system.

Step 5 – Assign the Status

• Return to your customer list or open an individual customer record.
• Select the newly created Customer Status from the available options.
• Save the customer record if required.

Editing an Existing Customer Status

Step 6 – Locate the Status

• Return to the Customer Status settings.
• Find the status you wish to update.

Step 7 – Edit the Status

Click the Edit (pencil) icon.

You can update:

• Status name
• Status colour
• Any other available settings

Make your required changes.

Step 8 – Save Your Changes

Click Save to update the status.

Any customers using this status will automatically display the updated name or colour throughout the system.

Step 9 – Confirm the Changes

Return to the Customers screen and verify that:

• ✅ The new or updated status appears correctly.
• ✅ The colour displays as expected.
• ✅ Customers assigned to the status are updated automatically.

Summary

You've now learned how to:

• Create a new Customer Status
• Choose a colour for easy identification
• Save the new status
• Edit an existing status
• Apply changes across your customer records