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Feature Request: Active/Inactive client attribute #923

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wrongecho opened this issue Mar 24, 2024 · 0 comments
Open

Feature Request: Active/Inactive client attribute #923

wrongecho opened this issue Mar 24, 2024 · 0 comments
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enhancement New feature or request

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@wrongecho
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wrongecho commented Mar 24, 2024

Ability to mark a client as active/inactive. A client may be inactive as they have not yet completed onboarding or have offboarded.
This would replace the existing partially implemented lead management feature

Active clients:

  • Are shown everywhere by default
  • Cannot be deleted

Inactive clients:

  • Are hidden from the main page & reports
  • Can be deleted
  • Cannot login to the portal
@wrongecho wrongecho added the enhancement New feature or request label Mar 24, 2024
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