In the following article, you will find the guide for successfully deleting or making a client active/inactive.
1. Let's start with Deleting.
In order to delete a client, please follow the steps bellow:
- Click on the Contact Icon
- click on contact manager
- search the client
- click on the check box on the left side and finally click on delete
- a quick tip: you can select multiple clients and delete them at the same time
NOTICE: Right after clicking the delete button, you will see a message that will contain the following:
2. The second part of this guide is about making a client active/inactive.
An Inactive client will still be a client but will not be visible when searching it.
To make a client active/inactive, please follow the steps bellow.
- open the client card of the client
- click on the green circle right bellow the picture of the client where it says 'Active'
- it will ask you to confirm it, and once you've done that, feel free to refresh the page and search the client to see the result
- the same steps apply for making a client active