Client Status

Client Status is a view option available when looking at your Item listings.  The status controls many features including the Client Portal.

The default Client Status when an item is Saved is blank until triggered by an automatic status.

Valid options for Client Status are:

    • Hold:
      • A manually selected Client Status for an item
      • Can be used to help filter the status of items
    • 1 Presented:
      • Manually changed if desired
      • Choosing will make this item visible in the Client Portal
      • The client can Like or Dislike this item within the Client Portal, triggering a notification to the designer

    Note:  A Like or Dislike email notification is sent to the assigned designer; the actual item status remains 1 Presented

    • 2 Proposed:
      • Automatically updates when an item is included in a proposal;
      • If viewable, the item or proposal can be Approved or Rejected within the Client Portal
    • 3 Approved:
      • Automatically updates when your client approves the proposal or item in the proposal
      • Approval notification will be sent and approval date will appear in the Client Status

    Note: Once approved, this can only be undone by going to the Item -> Codes and deleting the Approved Date

    • 4 Invoiced:
      • Automatically updated when an item is invoiced
    • Rejected:
      • Automatically changed to Rejected if your client chooses to reject the item or proposal

    Additional Filter options for Client Status :

    When filtering out certain items in your Client Status view, several other variables are there to help you.  These are not variables controlled by the user, but rather ones meeting certain conditions:

    • 1 Presented & Liked
      • Item Client Status = 1 Presented and the client has Liked the item from their Client Portal
    • 3 Approved Deposit Due: 
      • Item Client Status = 3 Approved and a client deposit is due
    • 3 Approved Ready To Order:
      • Item Client Status = 3 Approved and the total requested client deposit has been paid and the item(s) have not been ordered
    • 4 Invoiced Balance Due:
      • Item Client Status = 4 Invoiced and a remaining client balance is due

    Note:  These are for filtering only and are not statuses the user can manually set.

    Manually changing:

    Manually changing the item status to 1 Presented or Rejected can be done in a few ways:
    • From the Client Status view of your item listing, click 1 Presented and the item status will change
    • Edit item details and select the Client Status drop-down, change the status, and Save

    Undo an Approval:

    • Unapprove an item:

      • Go to the Item -> Codes,  delete the Approval Date,  and Save. The item will automatically revert back to Proposed and the Approve and Reject options will show up in the Items section of the Client Portal

    • Unapprove a proposal:

      • Select the Edit action for the proposal and remove the Approved checkmark in the upper right corner

    Note: When dealing with Approval mistakes on proposals with multiple items, one possible solution would be to undo the approval for the proposal and all the items on the proposal as noted above.  This will revert everything back to the Proposed status and corrections can be made.