Account Status Field in Account Work Queues
When I bring up an Account work queue, the Account Status is either blank, “Approved” or “Active”. What do each of these mean and how does it get changed? Does “Active” indicate that the account is attached to a contract?
The Account Status is set on the account level in Account Main. It is either selected manually by users or set automatically through Contract Profiles. Access to which Account Statuses the user can select is controlled by their Security Profile.
The Account Status does not default to a status unless a status is marked as “Default” in Account Status setup.
The “Active” status does not necessarily mean the account is attached to a contract. When and how statuses are populated and defined on accounts is user-driven. Active simply means whatever the user defines it to mean.
A blank Account Status field or work queue column means that an Account Status has not been selected for that account.
The Account Status is created and setup in Administration > Codes and Types > Account Status.
ASPIRE has two System Defined account statuses (Active, Inactive). Users may use these statuses and/or create their own.
Marking an Account Status as the Default means that status will automatically populate on any new account added. The status can be modified on the Account Explorer > Main screen.
Related Articles
Understanding Account Status
Question: When I bring up the “All Accounts” work queue and look at the Account Status, the field is either blank, “Approved” or “Active”. What does each of these mean and how does it get changed? Does Active indicate that the account is attached ...ASPIRE Change Tracking
See attached document for complete details. This document will identify the areas within ASPIRE that track changes to particular parts of a contract or account. Table of Contents Contract Changes Equipment records’ History tab Collateral records’ ...DocuSign Integration - Contract Status Updates
Background Finance companies generally have multiple credit applications in process at the same time which often means having to prepare documents for signing, getting the documents to the signers, and tracking when the documents come back signed on ...Duplicate Account Identification and Removal
See attached document for complete details. The attached document outlines the process for identifying duplicate accounts, disassociating related contracts and merging with main account, and removing or inactivating the duplicate accounts.Assurant Insurance Status Auto Update - 42617
Introduced in v5.20.58 When licensed for the Assurant Insurance Integration, the Account's Insurance Status will now automatically change to 'Update Unsent' when the Primary Customer's Email Address is modified on Non-Terminated Contracts, where the ...