Close a Client Record (Client Exit)

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.

Clients page


Step 4.  Click Edit


Step 5. Select Inactive from the status dropdown list

Inactive Status


Step 6. Add Notes as required

Client Notes


Step 7. Click Save

The Client record is updated and the status is set to inactive.

Inactive Client



Further Information

For further information, refer to the following articles:


Updated on May 23, 2018

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