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INSZoom:-Firm-defined Current Immigration Status

This article will guide you on how to create firm customized immigration status templates within the Knowledge Base.

Firm-defined Current Immigration Status


First, navigate to the Knowledge Base ('Setup' >> 'Knowledge Base') and select 'Immigration Status Templates' located in the 'Other Templates' section:


Next, click 'Add New' and add the necessary details. Click 'Save' after:


Once you add a new firm-defined immigration status under Knowledge Base, go to the client info page and click on “Edit” in the contact information section. Here you can choose the new firm-defined immigration status:

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