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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Status and Status Reason

One type of picklist field is different from the others. This is the Status Reason field found on Opportunity and Case records. Status Reason fields are different because their picklist values are linked to their object Statuses. Remember that Status and Status Reason are different fields. Status is noneditable header information that is listed in the lower-left corner of each object's main screen. The Status value of an object can only be changed by taking an action from the object's action menu (for example, invoicing a Contract or disqualifying a Lead). Status Reason is a user-editable field on the object's screen. Status Reason can be updated by a user simply changing the value in its picklist. A Microsoft CRM administrator ...

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