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Client maintenance
Changing the status of a client
Changing the status of a client

You can sort your clients as Active or Inactive. This information can be used to see your Client Production in different groups

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

Examples - Sort your clients to see your production on Inactive clients or to download a Report on your Active clients only.

Let's look at the navigation with screens and description.

Step 1: Start by going to "Clients"

Step 2: Search for you specific clients by using filters

Step 3: Select the specific clients by clicking on the specific line

Step 4: Now you van Activate or Deactivate

By using the Filters you can also search for client records that have already been made Active or Inactive

Here are some videos to demonstrate

Active to Inactive

Inactive to Active

Selecting clients one by one

Refine your search by using filters

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