Custom Statuses - Can You Do Anything With Them?

Custom Statuses - Can You Do Anything With Them?

As far as I can tell, one really cannot do much with custom statuses.

I created a new custom status for sales orders called "Customizing / Hold". This is for sales orders that have the Confirmed status.

The use case here is that, as an e-commerce company, we have a stream of confirmed sales orders being entered into the system automatically from different platforms and marketplaces (our website, Amazon, etc.).

There are regular occasions where these sales orders cannot be immediately fulfilled, commonly when there is some customization that needs to take place. The custom status of "Customizing / Hold" was added for these sales orders with the intent of them being set aside and treated differently.

However, I'm not seeing what I can do with this custom status.

I can't filter views, as the custom status doesn't show up. I also can't trigger workflows.

I want to do things like remove sales orders with this status from the "To Be Packed" list. I was thinking of workarounds that I could do with workflows, but there's no trigger. I'm stymied as to how to address this.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方