These are reflected in Invoices, Quotes, Proposals, Contracts and Project Tasks modules ( on MORE field in action buttons ) to know the status of them. These are of two types.
- Priorities
- Task Status
Add a new category by filling the required fields.
Title: Enter the name of the dynamic option.
Module: Select the module in which the option is related to it.
Type: Select the type in which the option is related to the particular selected option.
Color: Select the color to reflect on the title name with module and priority selected fields.
Description: Brief description of the option.
By clicking on View, we will find the Dynamic option’s related details.
Example: Creating with High Priority and selecting the Module Invoice.
Dynamic Options List page:
The List page shows with Title and Module name.
Title: Status name.
Module: Module with a type.
These can manage to View/Edit the option by clicking on the Action buttons.