Difference between revisions of "Clients statuses"

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(Add new status)
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To add a new client status, press "New status", then specify the status name and its order in dropdown list, and press "Create":
 
To add a new client status, press "New status", then specify the status name and its order in dropdown list, and press "Create":
  
[[file:New client status.png|border|1000px]]
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[[File:Clients statuses1.png|border|1000px]]
  
 
[[file:New client status1.png|border|1000px]]
 
[[file:New client status1.png|border|1000px]]

Revision as of 10:43, 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":

1000px

Clst update1.png


Delete status

To delete a client status, press "Delete":

Clst delete.png


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

Delete status