Status Controller: Multi-Dimensional Customer Tracking & Reporting
The Status Controller is a comprehensive management module designed to track and update multi-dimensional customer statuses on a month-by-month basis through a centralized, high-level grid interface that displays customer names alongside assigned team members and up to ten customizable status columns. Each column is managed via a specialized three-step configuration wizard that allows administrators to define display names, link specific tags with varied scheduling types—such as monthly or specific-month intervals—and establish sortable, color-coded status options. This system ensures a detailed historical record of customer progress, providing a unified view of performance metrics like project stages or service categories that is accessible through both a dedicated dashboard for bulk updates and directly within individual customer profiles.
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How To Load This Modal?
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Select Status Control: Click on "Status Control" in the left-hand sidebar menu.
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Configure Columns: Once the Status Control page opens, you can select specific columns to open their individual 3-step configuration settings.
Status Control Settings: Page Overview
The Status Control settings page acts as a central hub for defining the multi-dimensional tracking columns used across the platform.
- Central Navigation: Accessed through Settings > Company Settings > Status Control, this interface displays all active status tracking categories.
- Column Selection: The page features a grid of buttons representing up to 10 configurable status columns.
- Accessing Wizards: Clicking any column button launches its specific 3-step configuration wizard to manage display names, associated tags, and color-coded status options.
- Administrative Control: This page is the primary location for administrators to tailor how customer progress is visualized and reported on the main Status Controller dashboard.
Step 1: Column Settings (1/3)
When you click on a column name in the Status Control settings, the first phase of the configuration wizard opens.
Key Actions in Step 1:
- Update Column Name: Enter the desired display name in the text field to rename how this status column appears on the main dashboard.
- Static Column Toggle: Check the "Static column" box if you want this status to remain constant for a customer rather than tracking it month-by-month.
- Save & Proceed: Click the "Update" button to save your changes. The top-left progress circle will show 1/3, indicating you are ready to move to "Next: Tag settings".
Step 2: Tag Settings (2/3)
Once you complete the column name setup, the wizard moves to Tag settings. This step links specific customer tags to the column to define their reporting frequency.
Key Actions in Step 2:
- Assign Tags: Use the "TAG" dropdown to select an existing customer tag from your database.
- Set Reporting Type: In the "TYPE" dropdown, choose how often this status should be updated: monthly, b-monthly, or for a specific month.
Manage Entries:
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Update: Click this to add the selected tag and type to the configuration table.
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Edit/Delete: Use the icons in the Action column of the table to modify or remove existing tag rules.
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Progress: The top-left circle shows 2/3, indicating the next phase is "Status settings".
Step 3: Status Settings (3/3)
The final step of the configuration wizard defines the specific status options available for the selected column.
Key Actions in Step 3:
- Define Status Options:
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Status Name: Enter the label for the status (e.g., "New", "Draft").
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Color: Select a specific color code to visually represent that status on the dashboard.
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Date / Value: Choose one of these checkboxes if the status requires a specific date or numerical value input.
Manage Status List:
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Add status: Click the "+ Add status" button at the bottom of the table to create a new entry.
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Update: Save individual status details to the list.
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Finalize: The progress circle shows 3/3, indicating the setup for this column is complete. Click "Done" to exit the wizard.
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Edit/Delete: Use the icons in the Action column to modify or remove status choices.
Navigating to the Status Controller Dashboard
- Access the Advance Menu: On the main administrative dashboard, locate and click the "Advance" tab in the top navigation bar.
- Select the Module: From the vertical dropdown list that appears, scroll down and click on "Status Controller".
- View the Dashboard: This action will open the main tracking page, allowing you to manage customer statuses for the selected month.
Status Controller: Advanced Dashboard Overview
The Status Controller page, accessed via the Advance menu, provides a high-level monthly grid for tracking customer progress across multiple metrics.
- Navigation: To open the page, click the "Advance" tab in the top navigation bar and select "Status Controller" from the dropdown menu.
- Timeframe Management: The dashboard displays data for a specific period (e.g., January 2026), which can be modified using the "Select Date" month and year dropdowns.
- Search and Filter: A built-in Search bar allows users to quickly filter the grid for specific customers or companies.
- Customer Tracking Grid:
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Identities: Lists the Customer Name alongside the Responsible team members assigned to them.
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Status Columns: Features up to 10 customizable columns representing different tracking dimensions.
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Interactive Cells: Each cell shows the current status and can be clicked to update the record for that specific month.
Settings Shortcut: A gear icon in the top right provides immediate access back to the Status Control configuration for modifying column names or status colors.
Accessing Status Controller via Sidebar
You can quickly open the Status Controller page using the sidebar icon shortcuts:
- Sidebar Navigation: Click the Star icon located at the bottom of the left-hand sidebar menu.
- Direct Access: If configured, this icon or the "Status Controller" link in the expanded sidebar menu provides a direct path to the main tracking grid.
- Module Visibility: The link is visible in the sidebar when the Status Controller module is enabled in your organization's settings.
Status Management Interface: Sidebar Entry
You can quickly open the Status Controller dashboard by using the sidebar navigation shortcuts:
- Sidebar Icon: Locate the Star icon at the bottom of the left-hand sidebar menu and click it to trigger the module.
- Direct Navigation: Clicking this icon provides immediate access to the Status Controller interface.
- Interface Layout: Once opened, the page displays a grid featuring Customer name, Responsible team members, and the specific Status Columns defined in your settings.
- Configuration Access: A gear icon is available in the top-left corner of the page to jump directly to the status configuration settings if modifications are needed.
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