Updating a Record Status

This guide will show you step by step how to Update a Record Status in the CSATS module.
We have even made it easier by including short videos to help.

Explanation of Sections:

Record Status: Change the Status of the Record.

Changing a Record Status

1. Open the record you wish to change the status for.
2. Locate the Details tab in the left-hand menu and click on it to access the details tab.
3. On the Record details screen, click on the Active status drop-down list.
4. Click on Change status from the drop-down list.
5. On the Change Status screen, select Closed from the New Status drop-down list.
6. Enter a date into the Date of Change field.
7. Enter a reason into the Reason for Change field.
8. Select an Exit Reason from the drop-down list under additional information.
9. Click Save to save your changes.