Viewing inactive clients on Client Explorer

Viewing inactive clients on client explorer

You can make clients inactive by opening the client record and hitting Edit.  Scroll to the bottom and check the box for Inactive.  Make sure to hit Save.



To view your inactive clients, click on the Gear on the Client Explorer.



Click the box for Inactive Clients and hit Save.



The client explorer will now show the list of inactive clients.

To get back to your active list, click the Gear and uncheck the box for Inactive clients.  Hit Save.

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