Customer settings
Overview
This page maintains the catalogues from which customers and contacts draw their selectable values. Three tabs: Customer statuses, Contact statuses and Contact roles.
The system's principle applies here too: statuses are data, not program. You can rename, extend and reorder the shipped set without anything having to be released.
Core tasks
Maintain customer statuses. Every entry carries a key, a label, a colour, a sort order and the markers Default and Active. In addition there are the attributes Won and Lost — they map a freely named status onto an outcome, so that reporting knows what counts as a close and what as a loss. A status without that attribute contributes to no win rate.
Maintain contact statuses. The same structure for the contact people.
Maintain contact roles. Roles describe a contact's function in the relationship — technical, commercial or operational, for instance. They are not permissions; permissions come exclusively from Roles & permissions.
Set the default. The entry marked Default is pre-selected on new records.
Fields in detail
| Field | Required | Values / format | What it does |
|---|---|---|---|
Key key | yes | short, stable text | The technical identifier for automation, reporting and the interface. Do not change it once customers sit on it. |
Label label | yes | text | What the user sees. Freely changeable without touching existing customers. |
Counts as won isWon | no | yes/no | Whether a customer in this status counts as won. The basis of the win rate. |
Counts as lost isLost | no | yes/no | Whether they count as lost. The two together turn a status list into a measurable figure — the name alone tells the system nothing. |
Colour color | no | colour value | Colour of the status marker. |
Order sortOrder | no | number | Position in the selection. |
Default isDefault | no | yes/no | The status a new customer starts on. |
Active active | no | yes/no | Off means no longer selectable; existing customers keep it. |
Settings & permissions
- No route permission of its own. The page is reachable; changing is checked by the server.
- The key is permanent, the label changeable at any time.
- Deactivate rather than delete. A deactivated status is no longer offered but stays on existing
records.
- Applies across brands, because customers and contacts are brand-neutral master data.
FAQ & troubleshooting
The win rate is wrong. Check which customer statuses are marked Won and Lost. Without that mapping the cases are missing from the calculation.
A status cannot be selected. It is deactivated. Activate it, or choose another.
Contact roles grant no access. Correct — they describe the function, not the authority. Portal access is governed by Portal access.
After renaming, old records look different. That is intended: the label is only the display. The assignment hangs on the key and is unchanged.