What is "Customer Status"?
"Customer Status" is a system field (default field) on the Company model that displays the status of the Company, which is automatically determined by the Company's License information.
(Note that if you've just updated the License information for a Company, you may need to refresh your browser to see the Customer Status field update accordingly.)
Like other Company fields, you can choose to display Customer Status in Company Full-Page Profiles and Previews, in Data Explorer, and in suitable Pages (e.g. a Company Data Table). The screenshot below shows an example of a Company Full-Page Profile.
Click the image to view it enlarged
"Customer Status" values and when they are assigned
Here we list the different possible values of the "Customer Status" field, along with an explanation of why a Company would be assigned each status. We've illustrated the situations with example screenshots - remember that you can click them to enlarge them so you can read the text 😃.
"prospect" - there are no Licenses mapped to the Company
"coming" - a License with the status "ongoing" is starting in the future
📌 Note that the License must have a value, even if it's 0, to trigger this status
"customer" - the Company has an "ongoing" License today
📌 Note that the License must have a value, even if it's 0, to trigger this status
"canceled" - the last License of the Company has been marked as "lost" or "renewed" (i.e. not "ongoing") and will end in the future
📌 You would also see this if there is an ongoing License but it has no value (by which we mean "-" rather than "0"), so you should ensure you give each License a value when you create it
"lost" - the last License of the Company was marked as "lost" and it has already ended
Further reading
To learn more about Licenses in Planhat, see here.