Difference between revisions of "Clients statuses"
From Protemos Wiki
(→Change default client status) |
|||
| Line 20: | Line 20: | ||
[[file:Clst update1.png|border|1000px]] | [[file:Clst update1.png|border|1000px]] | ||
| − | =='''Change default | + | =='''Change default status'''== |
| + | |||
| + | To change a default client status, press "Change default status". | ||
=='''Delete status'''== | =='''Delete status'''== | ||
Revision as of 09:56, 18 January 2022
To view and update the list of the clients statuses, go to Clients → Statuses:
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":
Update status
To update a client status, press "Update", make the necessary changes, and press "Update":
Change default status
To change a default client status, press "Change default status".
Delete status
To delete a client status, press "Delete":
Note: the client statuses that are in use cannot be deleted.
