Update Item (color-coded) Status

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To update the Status of Items on a Proposal, right click on the color-coded status column and select the status to change the items to.


proposals and documents window_editcolorstatus


Once the new status is selected, the Update Item Status window will appear.


update item status window_proposal


If you wish to continue to mark the items to the new status showing, select OK.  Choose Cancel to Cancel the Item Status change.


To additionally change the Status of Items that have already been marked as Completed or Inactive, select the appropriate check box option, then select OK.


For more information on Item Status Types, see Item Status Types and the Company Information Window Item Status Tab.