Question

Being able to change a customer status when its "null"

  • 2 February 2017
  • 2 replies
  • 45 views
steve_davis
Rank
Userlevel 5
Badge +2
If a customer gets brought in without a status (usually happens when someone manually adds the customer into GS) you cannot change the status without running a rule to correct it. If you try to click the drop downs, nothing happens. They are also not searchable as it appears we have a Status != null filter setup for that in GS. 



The fix is to create a rule that narrows down to just that account and set that status to a value != null. Once you do that you can set to whatever status and stage you'd like and they become searchable again. 



My ask: Allow users to set a status from this screen even when status = null (see screenshot). 



2 replies

jason_knape
Any guidance on the setup of this rule?  I have tried many things but can't get the status changed.  Preview of the customers I am pulling show the correct ones and running the rule is successful except nothing happens.
lila_meyer
Rank
Userlevel 7
Badge +3
Somehow this post was not assigned to a category, so I think it was overlooked. 
Lila Meyer, Dir. Global Education Services

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