Difference between revisions of "Clients statuses"
From Protemos Wiki
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=='''Change default status'''== | =='''Change default status'''== | ||
| − | To change a default client status, press "Change default status". | + | To change a default client status, press "Change default status": |
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| + | [[File:Clients statuses3.png|border|1000px]] | ||
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| + | 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. | ||
=='''Delete status'''== | =='''Delete status'''== | ||
Revision as of 11:08, 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":
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.
Delete status
To delete a client status, press "Delete":
Note: the client statuses that are in use cannot be deleted.
