Archive clients on prospective clients list
Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
23
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Magdalen Marrone commented
This would be a very helpful feature!
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Susie Mills commented
Agreed, we prefer to keep a record of prospective clients rather than just deleting them. Allowng them to be archived directly from the list would be very helpful.
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Sheena Kendrick commented
Please allow the ability to archive a Prospective Client on the Prospective Client List instead of having to activate, then archive from the Active Client List.