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Can I auto push an order into a status that is complete but not paid?
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You guys helped me create a status of the leads called "Complete but not paid"
I'm trying to figure out if I can set the requirements for each lead to automatically jump to this status:
- After the event end time has past
- But the final balance is not yet paid.
I'm not sure if I'm going it right.
The same question
The code is built to only have one Complete status, so we are in uncharted territory here. Taking a look at it though, it appears that it will only ever use the first listed Complete status as you have them ordered. Since your 'Complete But Still Owes' is before your 'Complete' status, the following properties will only ever select the 'Complete But Still Owes' status:
Mark Leads in this Status to the Complete Status after Event Date has Passed
Mark Leads in this Status to the Complete Status after Balance Paid and Event Date has Passed
So, if you set your 'Contract' and 'Confirmed' statuses to have the 'Mark leads in this status to complete status after balance paid and event date has passed', they will auto move to the 'Complete But Still Owes' status. There will not be a way to move leads to the 'Complete' status automatically though. You'll have to manually do that when the balance is paid.
The code is built to only have one Complete status, so we are in uncharted territory here. Taking a look at it though, it appears that it will only ever use the first listed Complete status as you have them ordered. Since your 'Complete But Still Owes' is before your 'Complete' status, the following properties will only ever select the 'Complete But Still Owes' status:
Mark Leads in this Status to the Complete Status after Event Date has Passed
Mark Leads in this Status to the Complete Status after Balance Paid and Event Date has Passed
So, if you set your 'Contract' and 'Confirmed' statuses to have the 'Mark leads in this status to complete status after balance paid and event date has passed', they will auto move to the 'Complete But Still Owes' status. There will not be a way to move leads to the 'Complete' status automatically though. You'll have to manually do that when the balance is paid.
ok, thank so much. Ken
ok, thank so much. Ken
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