In this article, we will go over setting clients active or inactive.
The first step is viewing the particular client from the main clients screen as shown below.
Next we will want to click the 'Actions' drop down arrow and select 'Set Inactive'. This will send the client to the Inactive list.
To view the inactive clients, click the blue 'Search' drop down arrow in the main clients screen.
Here we will see all the clients that were made inactive.
To make them active again, click on the view option shown below.
Next, click the 'Actions' drop down arrow and select 'Set Active'. This will make an inactive client active again.