First you must set up the Client Statuses in the drop down list. See here for instruction.

1. Click Admin from the Menu.
2. Select Action Library from the drop down list - the Action Library will open.

1. Select the required Action from the list.
2. Click Edit - The Edit Action window will open.

1. Click the General tab - the General window will open
2. Select the Client Status that the Action should effect.
   Select the Client Status Details that the Action should effect.

1. Click OK to save the data and close the window.