Zoho ERP Logo Help Docs
/

Statuses

Statuses let you track your records with labels beyond the default status options available in a module. You can create a custom status based on an existing default status, give it a custom name and color, and apply it to individual records to reflect where they stand in your process.

Note: Contact support@zohoerp.com to enable Statuses for your organization.

Create a Status

To create a status:

  • Go to Settings in the top right corner.
  • Choose the module where you want to create the status.
  • Click the Statuses tab.
  • Click + New Status in the top right corner.
  • In the New Status pop-up, fill in the following fields:
    • Status Name: Enter a custom name for this status. When a record is in the selected default status, a Mark as [Status Name] button will appear on the record’s list page, and you can click it to apply this custom status to that record.
    • Apply to Status: Select the default status you want to base this custom status on.
    • Label Color: Choose a color for the status, or click Change Color to pick a custom one.
    • Description: Enter a description for the status if needed. You can enter up to 250 characters.
  • Click Save.

The status will be created and listed under the Statuses tab.

Apply a Status to a Record

Once you create a status, you can apply it to any record that is in the default status you selected while creating it.

  • Go to the module where you created the status.
  • Locate the record you want to update. The Mark as [Status Name] button will be available for records in the matching default status.
  • Click Mark as [Status Name] on the record’s list page, or open the record and click the More icon and select Mark as [Status Name].

The record will be updated with the custom status, and it will be displayed as a colored label on the record.

Edit a Status

To edit a status:

  • Go to Settings in the top right corner.
  • Select the module where you created the status.
  • Click the Statuses tab.
  • Hover over the status you want to edit, click the dropdown icon, and select Edit.
  • Make the necessary changes and click Save.

The status will be updated.

Delete a Status

To delete a status:

  • Go to Settings in the top right corner.
  • Select the module where you created the status.
  • Click the Statuses tab.
  • Hover over the status you want to delete, click the dropdown icon, and select Delete.
  • Click Delete again in the confirmation pop-up.

The status will be deleted.

ON THIS PAGE...