Firm-defined Current Immigration Status
Here's how you can create firm customized immigration status templates within the Knowledge Base.
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: