Manage Custom Entity Statuses

Nonto
Nonto
  • Updated

Tailor the state of an Entity to specific business language and internal workflows by utilizing Custom Entity Statuses.

Overview

This article outlines how to enable and manage Custom Entity Statuses to provide greater control over Entity labeling throughout the platform. Once configured by an Administrator, these statuses surface in various areas, including Custom Reports.

Availability: All customers.


Enable Custom Entity Statuses

  • Navigate to the Entity profile requiring a status update and head to the General section

  • Click on the Details tab and locate the Entity Status field

  • Select Custom from the Entity Status dropdown menu

  • Observe the Custom Entity Status field that appears immediately below once Custom is selected


Configure Status Options as an Administrator

Add Status Options

  • In the Characterization tab, click the Manage Custom Entity Status button

  • Click the + Add option button to create a new status label

  • Type the desired name for the status (e.g., "In Sale", "Being Dissolved" or "Internal Reorganization") into the available field

  • Click the blue Save button to add the new status to the Custom Entity Status dropdown list

  • Repeat the above steps for all necessary status labels required by the organization

Edit Status Options

  • Locate the existing status option requiring modification within the Custom Entity Status list

  • Click on the custom status to change the name or label of an existing status

  • Click the Delete icon (trash can symbol) to remove an unused status label from the list

  • Note that deleting a status label currently in use by an Entity may impact Custom Reports and data visibility


Track Custom Statuses in Reports

  • Navigate to the Reports section in the left-hand navigation pane

  • Create or edit a Custom Report

  • In the Results, Add the Custom Entity Status column to the report to surface specific labels for data exports and tracking

  • Filter the Entity list by the newly created Custom labels to organize the portfolio effectively


Video Instructions