Mark clients as active or inactive
You can mark clients as inactive whenever required. Inactive clients are hidden from the client list by default. You can choose to view inactive clients and also mark a client as active again.
Mark a client as inactive
- Go to Clients > Client list.
- Select the checkbox for each client you want to make inactive.
- From Actions, select Mark client as inactive. A success message is displayed and the client disappears from the list.
View inactive clients
From the top of the list, select View: Active clients then Inactive clients.
On the top of the active/inactive column, select the filter icon, then Inactive.
Mark inactive clients as active
Any clients that have been marked as inactive can be made active again.
- Go to Clients > Client list.
- Switch the view to inactive clients by selecting View: Active clients then Inactive clients.
- Select the checkbox for each client you want to make active.
- From Actions, select Mark client as active. A success message is displayed and the client disappears from the list.
View active clients
From the top of the list, select View: Inactive clients and selecting Active clients.