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Feature #8440

closed
BS RM

Customer status

Feature #8440: Customer status

Added by Brian Jay Sio 25 days ago. Updated 10 days ago.

Status:
Complete
Priority:
Normal
Assignee:
Richard Madamag
Target version:
Version 1.0 — Customers, Properties, Equipment
Start date:
09/21/2026
Due date:
% Done:

100%

Estimated time:

Description

Customer can be marked active or inactive
Status
Green - Active
Red - Inactive

Files

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Screenshot 2026-10-01 at 6.27.54 PM.png (328 KB) Screenshot 2026-10-01 at 6.27.54 PM.png Joy Llenos, 10/01/2026 10:33 AM
Screenshot 2026-10-01 at 6.28.14 PM.png (431 KB) Screenshot 2026-10-01 at 6.28.14 PM.png Joy Llenos, 10/01/2026 10:33 AM
Screenshot 2026-10-01 at 6.30.09 PM.png (434 KB) Screenshot 2026-10-01 at 6.30.09 PM.png Joy Llenos, 10/01/2026 10:33 AM
Screenshot 2026-10-01 at 6.31.49 PM.png (36.8 KB) Screenshot 2026-10-01 at 6.31.49 PM.png Joy Llenos, 10/01/2026 10:33 AM
Screen Recording 2026-10-01 at 6.35.06 PM.mov (6.83 MB) Screen Recording 2026-10-01 at 6.35.06 PM.mov Joy Llenos, 10/01/2026 10:36 AM
Screen Recording 2026-10-05 at 5.21.52 PM.mov (36.7 MB) Screen Recording 2026-10-05 at 5.21.52 PM.mov Joy Llenos, 10/05/2026 09:28 AM
Screenshot 2026-10-01 at 6.27.54 PM.png
Screenshot 2026-10-01 at 6.28.14 PM.png
Screenshot 2026-10-01 at 6.30.09 PM.png
Screenshot 2026-10-01 at 6.31.49 PM.png

BS Updated by Brian Jay Sio 25 days ago Actions
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 #1

  • Target version set to Version 1.0 — Customers, Properties, Equipment

RM Updated by Richard Madamag 18 days ago Actions
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 #2

  • Status changed from To Do to In Progress

RM Updated by Richard Madamag 18 days ago Actions
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 #3

  • Status changed from In Progress to UAT
  • % Done changed from 0 to 100

RM Updated by Richard Madamag 18 days ago Actions
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 #4

added active and inactive via edit customer
green - active
red - inactive

JL Updated by Joy Llenos 15 days ago Actions
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 #5

Screenshot 2026-10-01 at 6.27.54 PM.png
Screenshot 2026-10-01 at 6.28.14 PM.png
Screenshot 2026-10-01 at 6.30.09 PM.png
Screenshot 2026-10-01 at 6.31.49 PM.png

Confirming that the user can now see the customer's status.

Green for Active
Red for Inactive
Also notice that ther are Gray- lead.

Sir @Richard Madamag and Sir @Brian Jay Sio what does 'lead' means po? I also cannot view its customer's overview after clicking its name. (Please see the recorded video foryour reference.

Please see attached photos for this.

RM Updated by Richard Madamag 15 days ago Actions
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 #6

Testing Steps:

  1. Go to Customer page in the sidebar
  2. Click any record in the list
  3. It will go to Customer Details
  4. click the 'Edit Customer' button
  5. Go to Status and check if you can edit and update the status to Active and Inactive

JL Updated by Joy Llenos 11 days ago Actions
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 #7

QA'd this,

Confirmed that the user can customer's status upon clicking the 'edit' customer's details.
Also, answered the question on the gray colored- lead status means that the customer is not labeled between Active or inactive.

Please see QA video for reference.

JL Updated by Joy Llenos 10 days ago Actions
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 #8

  • Status changed from Complete to To Release

JL Updated by Joy Llenos 10 days ago Actions
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 #9

  • Status changed from To Release to Complete
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