Written by Let’s dive in to the results of last week’s poll, where I asked for feedback on the possibility of adding more client status options in RPM (beyond “active” and “inactive”).
When asked generally whether adding more statuses was a good idea, most of you said yes. Here’s a full breakdown of those answers:
I also wanted your thoughts on particular status options that would be useful to you. The word “pending” appeared in a full 53% of all comments, and there were several others that asked for pending-adjacent options—overall, it was a resounding call for at least one additional status as an intermediate between “active” and “inactive.”
I’ve tallied the recurrence of specific themes in the poll comments and graphed them here:
Many of the responses mentioned types of “pending open” and “pending close” statuses for clients who are in the process of onboarding or closing out their accounts, respectively. There were also several suggestions for categories of clients who are still technically active but are not making transactions (such as clients who are incarcerated or out of funds).
We will be taking these suggestions into consideration as we work on the next RPM version upgrade. One of our initial ideas is to implement some kind of sub-status beneath “active” and inactive”—for example, “suspended” might be under the umbrella of active clients, and “pending open” and “pending close” might be under the umbrella of inactive clients.
Thanks, everyone, for your thoughtful feedback! Keep an eye out for another poll coming up next week.
all of these suggestions on this Poll KDC has already added under Client Type that’s why I didn’t do the poll.
we didn’t see the need for any charge to status.
Client Types can be added already
Yes, this is certainly true–we have often suggested that folks add “pending” and similar designations to client type and support type lists. The reason we are considering adding more options to the status is that, unlike client types and support types, statuses actually change the functionality of the system; they allow and prevent different things to be done to clients (for example, inactive clients can be excluded from reports and cannot have new transactions entered or processed). Status options might allow certain types of transactions and reports to be run for subgroups of clients, rather than just denoting them as “pending” for informational purposes.