Difference between revisions of "Clients statuses"

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(Change default status)
(Change default status)
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[[File:Clients statuses3.png|border|1000px]]
 
[[File:Clients statuses3.png|border|1000px]]
  
The default client status will be assigned to all the new client profiles although it will not change the status of the already existing clients.
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[[File:Clients statuses4.png|border|1000px]]
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If the default client status is changed it will be assigned to all the new client profiles although the status of the already existing clients will not be changed.
  
 
=='''Delete status'''==
 
=='''Delete status'''==

Revision as of 10:17, 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

Change default status

To change a default client status, press "Change default status":

Clients statuses3.png

Clients statuses4.png

If the default client status is changed it will be assigned to all the new client profiles although the status of the already existing clients will not be changed.

Delete status

To delete a client status, press "Delete":

Clst delete.png


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