Difference between revisions of "Clients statuses"

From Protemos Wiki
Jump to: navigation, search
(Update status)
(Delete status)
Line 29: Line 29:
 
<span style="color:red">'''Note:'''</span>  the client statuses that are in use cannot be deleted.
 
<span style="color:red">'''Note:'''</span>  the client statuses that are in use cannot be deleted.
  
=='''Delete status'''==
+
=='''Change default client status'''==

Revision as of 09:53, 18 January 2022

To view and update the list of the clients statuses, go to Clients → Statuses:

Statuses.png

Add new status

To add a new client status, press "New status", then specify the status name and its order in dropdown list, and press "Create":

Clients statuses1.png

New client status1.png

Update status

To update a client status, press "Update", make the necessary changes, and press "Update":

Clients statuses2.png

Clst update1.png

Delete status

To delete a client status, press "Delete":

Clst delete.png


Note: the client statuses that are in use cannot be deleted.

Change default client status