Edit inactive “include in leads report” customer status

Navigate to Setup> Sales> Customer Statuses, where we can see for Unqualified leads, “include in lead reports” is kept default as False by NetSuite. While we edit this status we can see, the checkbox for include in leads report is kept as inactive and blank and it cannot be selected. This article conveys a solution for the above said problem.

Once a customer status has been associated to any customer record, the Include in Lead Reports checkbox cannot be edited anymore. As an alternative for this problem, we can create replacement for old customer status.

Create a New customer Status

Navigate to SetUp> Sales> Customer Status> New

Enter a customer status

Select stage: “lead”, select checkbox for include in lead reports.

Save

Perform Mass Update

Navigate to List>Mass Update> Mass Updates

Select> General Updates> Customer

In Filter, Select the status ‘Unqualified”(or old status) , then click add

In Mass Update Fields, select status checkbox and select the new Customer Status

Click Preview

Click Perform Update

Now, we can see all the customers with new status have include in lead reports as true.

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