Status Label
Client Administration: Custom
Status Labels Custom
Status Labels provide an extra layer of categorization and control beyond
the standard Client
Status. This feature helps you manage client permissions more precisely and
enhances visibility throughout the system. Video Tutorial To
use and manage Custom Status Labels, specific permissions must be assigned to
user Roles
under Setups
> Security > Roles:
Overview
Required
Permissions (Resources)
Resource Name
Description
Client Status Label
Allows
the user to add and edit Custom Status Labels in the Setups area.
Change Status Label
Allows the user to select and
update the Custom Status Label for an individual
client.
The primary configuration for Custom Status Labels is managed in Setups.
Navigate to Setups > Clients > General (under the CLIENT SETUP section).
Client Search Status Display: Use this setting to determine which value appears in the Client Search List view:
Client Status
Client Status Label
Navigate to Setups > Clients > Status Label.
This tab lists all existing Custom Status Labels and their associated restrictions.
Users with the Client Status Label resource can add or edit these labels.
Restrictions applied to a Custom Status Label function identically to those configured for a standard Client Status.
The column displaying the client's status will show either the standard Client Status or the Client Status Label, depending on the Client Search Status Display setting configured in Setups.
In the client's record (Client > Edit, Page 1):
The Client Status Label field is located directly below the standard Status field.
It is a drop-down list containing all available Custom Status Labels.
Users must have the Change Status Label resource to modify this field.
Custom Status Label restrictions work in conjunction with and are subordinate to standard Client Status restrictions. The system always enforces the most restrictive setting between the two.
The restriction hierarchy is:
Client Status Restrictions are evaluated first.
Client Status Label Restrictions are applied second.
Important: A restriction set by the Custom Status Label will only override a standard Client Status permission if the Label's restriction is more stringent. The Label cannot override a permission that has been disabled by the standard Status.
| Example Scenario | Standard Status Restriction | Label Restriction | Resulting Permission |
| More restrictive label | Allow New loans is ON (Enabled) | Allow New loans is OFF (Disabled) | Cannot create new loans (label restriction applies) |
| Less restrictive label | Allow New loans is OFF (Disabled) | Allow New loans is ON (Enabled) | Cannot create new loans (status restriction applies) |
The Client Status Label field has been added to the following reports, allowing you to filter and view data based on this additional client attribute:
Client Report
Detailed Loan Report
Follow Up Report
Follow Up Report V2
Receipt Detail Report
MAXUP Client Report (Detailed and Lite)
Bad Debt Written Off Report