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Settings - Statuses

Updated over 4 months ago

💡 In the Relation management module, you can assign a status to your relationships. This is done using statuses that you create yourself.

⇢ Go to Settings - Relation management - Statuses and click on the green plus sign.

  • Name: the name of the status.

  • Visible in dropdown lists: checked by default to allow the status to be selected for a relationship.

  • Default: you can designate one status as the default. The default status will automatically be selected when creating new actions.

  • Description: an optional field to provide further details.

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