Client Profiles - Status Changes

Change the Status of One Client

  1. Type a the client’s name in the Quick Search bar in near the top of the screen on the right hand side.
  2. Click on the client’s name from the list that appear
  3. In the “Main” tab, click on the “Miscellaneous” section
  4. In the “Client” section, select the desired status for the profile
  5. Click the [Update Status] button

NOTE

The Quick Search bar does not search archived profiles so if you would like to retrieve someone from an archived status, search for that person by starting at at People >> Search. 

Change Status of Multiple Clients

  1. Go to: People >> Clients >> Bulk Client Change Status
  2. Search for the desired profiles to change
  3. Check the box beside each person for which you wish to change status (or check the “Select All” box at the bottom)
  4. Scroll to the bottom and select the desired “Status” to apply to all selected clients from the drop-down list
  5. Click the [Update Status] button

 

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