Enhance People records and meet broader status criteria by defining tailored labels for individuals within the platform.
Overview
The Custom Person Status feature allows for the creation of specific labels that reflect the true nature of individuals stored in Athennian. This provides the flexibility to specify criteria, offering more reference points than standard top-level statuses.
Availability: All customers.
Access the Custom Person Status Field
Navigate to the People section in the side navigation bar
Select a specific person record to open the profile
Click on the Contact tab
Locate the Details section and from the Status dropdown, select the Custom option
The Custom Person Status dropdown will appear
Select an option from the dropdown
Configure Status Options as an Administrator
Add Status Options
Click the Manage Custom Person Status button
Click the + Add option button to create a new status label
Type the desired name for the status (e.g., "Missing", "Retired" or "Resigned) into the available field
Click the blue Save button to add the new status to the Custom Person 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 Person 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 a Person 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 and select the People source
In the Results, add the Person Details: Custom Status column to the report to surface specific labels for data exports and tracking