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:
