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Chapter 11. Configuring Microsoft CRM > Status and Status Reason

Status and Status Reason

One type of picklist field is different from the others. This is the Status Reason field found on Opportunity and Case records. Status Reason fields are different because their picklist values are linked to their object Statuses. Remember that Status and Status Reason are different fields. Status is noneditable header information that is listed in the lower-left corner of each object's main screen. The Status value of an object can only be changed by taking an action from the object's action menu (for example, invoicing a Contract or disqualifying a Lead). Status Reason is a user-editable field on the object's screen. Status Reason can be updated by a user simply changing the value in its picklist. A Microsoft CRM administrator can change the values that appear in the Status Reason picklists. The administrator cannot change the values of Status for each object. Those are set by the system.

When you use Form Customization to update the values of the Status Reason field (see Figure 11.28), you will notice that you can create a different set of Status Reason values for each of the object's statuses. The Status Reason fields you see on the form depend on what Status the object is in at the time you are selecting a Status Reason. Because these two fields are linked, you will see their values concatenated (see Figure 11.28) when you are selecting a Status Reason in, for example, the Advanced Find tool.


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