How to deactivate or reactivate a client

To deactivate a client:

1. Click on the Clients tab at the top.
2. When in grid view target the client you wish to update and select View Client. In list view select the Edit (pencil) icon to the far right.
3. To deactivate the client select Edit at the top-right of the screen.
4. Once the Client Details are editable deselect the Active checkbox at the bottom.
5. To save the change select Update Client.

To view or reactivate in-active clients:

1. Select the Clients tab and click the in-active clients link at the top.
2. Here you can see all your inactive clients.
3. To reactive click View Client, select Edit and select the Active checkbox.
4. To save select Update Client at the bottom.