Written by Today’s reveal is one of the most highly sought-after changes we’ve ever made to RPM: The ability to customize client statuses! In version 6.1.0, you’ll be able to add additional statuses for your clients beyond just “Active” and “Inactive.”
Client status in RPM has always done a few things. First, it governs whether a given client can have transactions processed and/or manually entered in their name. It also determines whether than client will appear by default on the Clients screen and on reports and other processes in the system. These functions will be retained in the new version, but instead of a strict active/inactive binary, now you can determine on a status-by-status basis whether to allow processing transactions, entering transactions, and/or including those clients by default on reports and screens (this is what the new “Status Group” field determines for each status). You can also choose which status will be assigned by default to new clients entered into RPM.
We’re incredibly excited for the possibilities this change offers. Now, it will be easier than ever before to enter pending payee clients into RPM, handle clients whose payments are paused, and close out clients’ accounts when they leave.
This change is a big one, and it ripples out to every other part of the system where there are client details and transactions. Instead of Active/Inactive, you will see the wording “Open” and “Closed” in places that refer to client status, like reporting and processing screens.
However, for those of you who are content with the existing Active/Inactive statuses, don’t worry! Nothing about your statuses will be automatically changed, and you can continue using Active and Inactive as your client status groups for as long as you like.
Are you looking forward to this upgrade change? Let me know in the comments!
This will reduce clutter, which is always a GREAT thing!