When you first come to FieldInsight your account will be set up with some default statuses. These might not be right for your business. No problem, you can change them.

Delete any Statuses that are there that you don't want via the X

You can edit existing statues eg - change the name instead of creating one from scratch.

1) To edit and existing status follow these steps.

Add in the new details

Change the colour if you want to

Hit save and your status has now been updated.

2) To create a new status from scratch follow these steps

Fill in any of the details you want to.

Hit save and your status has now been created

That is as easy as it is to start customise FieldInsight to suit your business.

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