There are many factors that can alter what we call a Client Status or a Project Status, and it is very important for every organization to find out which ones are those.
First and foremost, being polite and respectful with your clients is very important, but in case there are projects involved, their status are greatly related to the client status, such as if it is on track or it is delayed, if things are being done right or not, etc.
Feng Office provided you with the possibility of setting this status manually, or doing it automatically through formulas!
Please bear in mind that by default Feng Office does not have the formulas set up yet, so if you would like to use them, you have to set them up by yourself.
You will then be shown the following options:
Default status formulas for projects: Here you will be able to set up the default formulas for every project within Feng Office.
Default status formulas for clients: Here you will be able to set up the default formulas for every client within Feng Office.
After accessing to the default status formulas for a project or a client, you may choose which state to set, as shown below:
Select a status, and click on Add on its right.
Next, you will be able to set up the conditions for the selected status, in this case Excellent:
As you may notice, there are 3 different factors to play with and take into account:
It is not compulsory to set up all the factors. If there is any factor you do not want to take into account within the calculation, you just have to disable the checkbox next to the Disable option.
Please bear in mind all the conditions must be reached, otherwise, the next status to be taken into account is the following and so on, until the factor conditions are matched.
After adding the conditions for all the statuses, remember to Save the changes.
Lets have a look at the following example:
In this case the factors required for the projects, to be Excellent are:
If those conditions are met, then the project will be considered as Excellent.
Just access the formula panel, edit the factors to change the conditions, and save the changes when you are done.