Skip to main content
Level 3
March 24, 2021
Solved

Client status won't change

  • March 24, 2021
  • 1 reply
  • 10 views

My first return status is "proforma'd" and even when I change the status to something else it keeps reverting to "proforma'd"  How to I make this work?

Thank you!

This topic has been closed for replies.
Best answer by TylorValdez1

Go to the Settings menu and select Options.
Click the Status tab .
Select the Status Description causing the problem then click Modify.
If not sure which one, do this for each.
Clear the field by hitting Backspace or Delete several times.
Retype the Status Description , making sure to not use any spaces at the end or any unusual characters.
Click OK then OK again to exit out of the Options screen.

Then try to change the status again.

1 reply

Level 6
March 24, 2021

Go to the Settings menu and select Options.
Click the Status tab .
Select the Status Description causing the problem then click Modify.
If not sure which one, do this for each.
Clear the field by hitting Backspace or Delete several times.
Retype the Status Description , making sure to not use any spaces at the end or any unusual characters.
Click OK then OK again to exit out of the Options screen.

Then try to change the status again.

Level 3
March 24, 2021

Thank you Tylor,

I had set up my own status items,  and found the one that was causing the problem.  I renamed it and now it works!

Level 6
March 24, 2021

You are welcome.