Custom Farm Statuses in DAS allow company admins to categorize farms using color-coded labels, enhancing organization and workflow efficiency. These statuses help users quickly identify key client properties, filter layers, and streamline navigation within farm folders.
Accessing Custom Farm Status Settings
To manage farm statuses, follow these steps:
Log into your DAS account with the company admin role.
Navigate to the admin panel by clicking on the Profile Button button in the bottom left corner.
Go to "Account Settings" which leads you to the admin panel.
Select "Custom Farm Status" from the left-hand menu.
Adding and Managing Farm Statuses
Add a New Farm Status
Click the Add button at the bottom left of the interface.
Enter a name for the new status.
Choose a border color to differentiate it visually.
Click Save to apply changes.
Edit an Existing Farm Status
Modify the name or color by clicking into the respective fields.
Changes are automatically saved once you navigate away or click Save.
Remove a Farm Status
Click the minus (-) button next to the status you wish to remove.
Confirm deletion (this action is irreversible, and any farms assigned to this status will lose their categorization).
Practical Applications of Custom Farm Statuses
Custom farm statuses can be used for various purposes, including:
Client Management: Identify key farms by status, such as Active, Quoted, or Lost.
Layer Filtering: Toggle farm statuses on or off to view relevant farms in the mapping interface.
Portfolio Organization: Quickly navigate farm folders and streamline workflow processes.
Example Use Case
An insurance company admin sets up the following farm statuses:
Active Farms (Green) – Clients with active policies.
Quoted Farms (Beige) – Properties with pending quotes.
Lost Farms (Blue) – Clients who did not proceed.
Competitor Farms (Red) – Properties under competitor policies.
The image below illustrates how farm boundaries appear before and after statuses are applied, demonstrating how they can be toggled on or off for improved navigation using your layers filter.
Customizing Statuses for Workflow Needs
Farm statuses are fully customizable and can be adapted to fit unique business workflows. Beyond standard categories like "Active" or "Quoted," users can create statuses for internal tracking, operational tasks, or customer segmentation. These statuses can also be used creatively to track competitor properties, special projects, or seasonal farm classifications.
Since these statuses integrate with DAS Portfolio, they also enhance reporting and analysis at a broader level, ensuring seamless data organization across the system.
Enabling Custom Farm Statuses
If farm statuses are not currently enabled in your workflow, please contact us at customersuccess@dasintel.io to discuss pricing and implementation!