How do I access Inactive Clients?
Accessing inactive clients is as easy as setting a filter from your client list!
Read on for the step by step guide to find your previously inactive clients.
Steps to access an inactive client
Note: By default, the client search displays clients with either new or active status only. Use the following steps to view your list of inactive clients.
- Clients (left menu)
- On the filters to the right, find Client Status and click on it:
- From the dropdown, select Inactive and ensure it's checked:
- This will reveal that the filter has been applied:
- Then click at either the top or bottom of the filter menu on the right:
- The search will then reveal your inactive clients: