Clever Credit Status Codes are automatically imported when the app is installed. They are used to track the overall status of a transaction and act as a quick way of informing the user what needs to be done in terms of chasing debts.

Status Codes can be created manually or through the Clever Credit Assisted Setup. This section will cover the manual creation of status codes.

Typing Clever Credit Status List in the search, will take you to a page where you can create new codes for your business, these codes can then be used when Updating Selected Entries if in an interaction (mentioned further on in the user guide).

 

The Payment Promised field can only be set against one entry but the Queried field can be set for multiple.

The Query Resolution Target and Query Resolution By Current User field can only be Enabled if the Queried field is also enabled.

If the Query Resolution By Current User Field is enabled, when querying entries on a Clever Interaction, the Resolution By field will be set to the current user.

You can specify the Default On Hold value as well.