Removing/deleting client profiles

Removing/deleting client profiles

21/10/2024

 

1) Client > Client Profiles > Client List

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2) Select name in blue

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3) Click "Edit"

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4) Change Status to "Inactive" and click "Update"

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The client is now set as Inactive.

 

Note: You can always look up your inactive clients by adjusting the filters on the Client List.

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