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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Nov 24, 2021

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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.
App Type Provider App
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    • Magdalen Marrone
      Reply
      |       Apr 5, 2022
      This would be a very helpful feature!
    • Guest
      Reply
      |       Jan 3, 2022
      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.
    • Guest
      Reply
      |       Nov 23, 2021
      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.