Specify status criteria
Note
Activity monitors require a Sales Premium or Service Premium user plan. For older, on-premise versions of SuperOffice, a separate Sales Intelligence license is needed.
A status is active only for companies, contacts, or projects that fulfil all the criteria specified for the status. You must specify one or more criteria for each status you create.
Spend some time to set up the correct status criteria, as you need to make sure that these criteria accurately filter the group of companies (contacts or projects) that you want to monitor.
Steps
-
Open the SAINT screen and select the Company, Contact, or Project tab.
Select the required status in the status list on the left of the screen.
Click Add in the list in the bottom-right (under the Description tab and Create follow-up tab). A new line is added to the list.
Click the
arrow button next to the empty field, and select the required search criterion.Repeat steps 4 and 5 for each criterion you want to add.
Note
You can add only one instance of each criteria type for each status. For example, you cannot add the Postcode criterion twice.
Check that you have selected the criteria you want to use for this status.
Click
Regenerate selected status monitor to update the status with the criteria you added. After the status is regenerated, no red cross is shown by the status name.