Difference between revisions of "Clients statuses"
From Protemos Wiki
(→Add new status) |
(→Delete status) |
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To update a client status, click "Update", make the necessary changes, and click "Update": | To update a client status, click "Update", make the necessary changes, and click "Update": | ||
| − | [[File:Clients statuses2.png|border| | + | [[File:Clients statuses2.png|border|500px]] |
| − | [[file:Clst update1.png|border| | + | [[file:Clst update1.png|border|900px]] |
=='''Change default status'''== | =='''Change default status'''== | ||
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[[File:Clients statuses3.png|border|1000px]] | [[File:Clients statuses3.png|border|1000px]] | ||
| − | [[File:Clients statuses4.png|border| | + | [[File:Clients statuses4.png|border|900px]] |
Changing the default client status will not affect any existing clients, but will be applied to all the new ones. | Changing the default client status will not affect any existing clients, but will be applied to all the new ones. | ||
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To delete a client status, click '''"Delete"''': | To delete a client status, click '''"Delete"''': | ||
| − | [[file:Clst delete.png|border| | + | [[file:Clst delete.png|border|500px]] |
<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. | ||
Latest revision as of 13:39, 13 September 2022
To view and update the list of the clients statuses, go to Clients → Statuses:
Add new status
To add a new client status, click "New status", then specify the status name and its order in the dropdown list, and click "Create":
Update status
To update a client status, click "Update", make the necessary changes, and click "Update":
Change default status
To change a default client status, click "Change default status":
Changing the default client status will not affect any existing clients, but will be applied to all the new ones.
Delete status
To delete a client status, click "Delete":
Note: the client statuses that are in use cannot be deleted.
