Change the status of individual records

Depending on the type of record that you update, the Change Status window might display Status Date and Memo fields, which you can update as needed. If you add comments in the Memo field, those comments appear when you view the status history of the record.  

To change the status of individual records:

  1. In the appropriate application, display the record whose status you want to update.

  1. From the Select Action menu, select Change Status.

  2. In the Change Status window, specify a value in the New Status field.

  1. Click OK, and then save the record.

See also

Status and ownership history

Change the status of multiple records