Moving a Client to Inactive
To move a client to inactive, follow these steps:
Choose the client you want to action from the Clients page
Check if there are any open projects you want to action first!
Hover over the status section
Switch the client's status to inactive with the dropdown menu
Deleting a Client
Heads up! Deleting a client will remove all records, including the client's completed projects and notes. If you want to retain these records, consider moving the client to inactive instead of deleting them.
To delete a client, follow these steps:
Choose the client you want to action from the Clients page
Check if there are any open projects you want to action first
Click the 3 vertical dots next to the Edit Client button
Click Delete
A pop-up window will appear, click Okay