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
Follow the below steps to choose the firm-defined current immigration status:
- Navigate to 'Setup' and click 'Knowledge Base'.
- Select 'Immigration Status Templates' located in the 'Other Templates' section.
- Click 'Add New' and add the necessary details. Click 'Save'.
- 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.