Difference between revisions of "Clients statuses"

Latest revision as of 13:39, 13 September 2022

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

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

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

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.

To delete a client status, click "Delete":

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

@@ Line 1: / Line 1: @@
-You can view and update the list of the cleints statuses.
+To view and update the list of the clients statuses, go to '''Clients''' → '''Statuses''':
-To do so, go to Clients → Statuses:
+[[file:Statuses.png|border|200px]]
+=='''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":
+[[File:Clients statuses1.png|border|1000px]]
+[[file:New client status1.png|border|900px]]
+=='''Update status'''==
+To update a client status, click "Update", make the necessary changes, and click "Update":
+[[File:Clients statuses2.png|border|500px]]
+[[file:Clst update1.png|border|900px]]
+=='''Change default status'''==
+To change a default client status, click "Change default status":
+[[File:Clients statuses3.png|border|1000px]]
+[[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.
+=='''Delete status'''==
+To delete a client status, click '''"Delete"''':
+[[file:Clst delete.png|border|500px]]
+<span style="color:red">'''Note:'''</span>  the client statuses that are in use cannot be deleted.