Overview

Proposals

Proposal Status Codes

• 0: Internal
• 1: Open
• 2: Accepted
• 3: Declined
• 4: Invoiced
• 5: Scheduled
• 6: Complete
• 7: Expired

Proposal Status Sample Custom Calculation Conversion

CASE [Status (Proposals)]

• WHEN 0 THEN "Internal"
• WHEN 1 THEN "Open"
• WHEN 2 THEN "Accepted"
• WHEN 3 THEN "Declined"
• WHEN 4 THEN "Invoiced"
• WHEN 5 THEN "Scheduled"
• WHEN 6 THEN "Complete"
• WHEN 7 THEN "Expired"

END

Appointments

Appointment Status Codes

• 0: queued
• 1: scheduled
• 2: started
• 3: completed
• 4: canceled

Appointment Status Sample Custom Calculation Conversion:

CASE [Status]

• WHEN 0 THEN "Queued"
• WHEN 1 THEN "Scheduled"
• WHEN 2 THEN "Started"
• WHEN 3 THEN "Completed"
• WHEN 4 THEN "Canceled"

END

Invoices

Invoice Status Codes

• 0: Open
• 1: Paid

Invoice Status Sample Custom Calculation Conversion:

CASE [Status (Invoices)]

• WHEN 0 THEN "Open"
• WHEN 1 THEN "Paid"

END

Kind (Service Agents)

Kind (Service Agents) Status Codes

• 0: Employee
• 1: Subcontractor
• 2: Equipment

Kind (Service Agents) Status Sample Custom Calculation Conversion:

CASE [Kind (ServiceAgents1)]

• WHEN 0 THEN "Employee"
• WHEN 1 THEN "Subcontractor"
• WHEN 2 THEN "Equipment"

END