Difference between revisions of "Clients statuses"
From Protemos Wiki
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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. | ||
Revision as of 13:38, 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.
