The Client record contains all information for a particular client. This includes personal information and a history of interactions with the organisation.
A Client may benefit from a number of different services, all of which should be recorded against the Client.
It is important to ensure Client records are not duplicated, you should always search for an existing client record before creating a new one.
Step 1. Log into your CRM database (refer to Logging On for further information).
Step 2. Search for the required Client.
Step 3. Select the Client to view the record
The Clients page is displayed.
Step 4. Click Edit
Step 5. Select Inactive from the status dropdown list
Step 6. Add Notes as required
Step 7. Click Save
The Client record is updated and the status is set to inactive.
For further information, refer to the following articles: