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Status Released
Categories Client Management
Created by Aziz
Created on Sep 3, 2024

Mark client as Active or Inactive

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.

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  • Admin
    Rob Millen
    Reply
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    Sep 3, 2024

    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

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