The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Another request for this feature, the reply below missed the point of the suggestion - you should be able to mark a client as inactive from within the main client record, not just from the client list area.
Understood, reopened accordingly
Another request for this feature, the reply below missed the point of the suggestion - you should be able to mark a client as inactive from within the main client record, not just from the client list area.
To mark clients as Active or Inactive, go to the client list, select 1 or more clients, then use the button highlighted below:
Same for making them Active again - you will first need to edit the filter for the first column to show Active clients