Manage Custom Statuses for Correspondence Types

Objective

To manage custom statuses for correspondence types.

Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.

Navigate to the Company level Admin tool.
Under Tool Settings in the sidebar, click Correspondence.
Click the Statuses tab.
Click Add Status and select the correspondence type that you want to add a custom status for.
In the Create Custom Status window, complete the following:
- Status Name: Enter a name for the status.
- Map to Default Status: Select the default status that your custom status is associated with.
  Note: For customers with the Workflows tool, this allows the custom status to be used with certain workflow steps. See Create a Custom Workflow Template.
Click Create.

Statuses created for a correspondence type will be available on all of your company's projects that the correspondence type was added to.
Email notifications are sent for all correspondence items until their status is changed to 'Closed'. See Who receives correspondence item emails and push notifications?

In Jan 2024, our engineers confirmed that we do not limit the amount of Correspondence custom statuses that a customer can create.

Navigate to the Company level Admin tool.
Under Tool Settings in the sidebar, click Correspondence.
Click the Statuses tab.
Click the arrow icon next to the correspondence type with the custom status that you want to delete.
Click the delete icon next to the custom status that you want to delete.
Note: Custom statuses that are in use by a correspondence item or correspondence workflow have a gray delete icon and cannot be deleted.
In the Delete Status window, review the information and then click Delete.