Use the client status to provide information about your clients such as sales cycles, credit limits, or other client characteristics. You can even design the status settings to separate client prospects, current clients, and past clients.
Client Status # |
Status Name |
1 |
No Credit |
2 |
Credit Limit $1000 |
3 |
Credit Limit $2000 |
4 |
No Credit Limit |
Client Status # |
Status Name |
1 |
Contact |
2 |
Prospect |
3 |
Current Customer |
4 |
Customer 2–5 Years Ago |
5 |
Customer 6–10 Years Ago |
6 |
Do Not Accept Contract Again |
1 | Open 3-6 Receivable Clients. |
2 | Next to the Status list, click the detail button. |
3 | In the Client Status# text box, enter the status number. |
4 | In the Status Name text box, enter a description of the client status. |
5 | Repeat steps 3-4 for each status. |
6 | On the File menu, click Save. |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.