Difference between revisions of "Clients statuses"
From Protemos Wiki
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To delete a client status, press "Delete": | To delete a client status, press "Delete": | ||
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<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. | ||
Revision as of 10:19, 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":
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":
Note: the client statuses that are in use cannot be deleted.
