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Status In Discovery
Categories Editing Clients
Created by Kelly Scutt
Created on Mar 21, 2024

Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?

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    Rob Millen
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    Apr 5, 2024

    Thanks for submitting this Kelly, there are some technical reasons for not allowing for this - we are looking into ways to resolve this.

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