Change a client's status
Marking clients Inactive hides them from day-to-day lists while preserving their history.
When to change status
A project finishes and you're not expecting more work soon. • A lead goes cold but you want to keep their details on file.
Steps – Table view
- Hover any client row and click the ⋮ (three-dot) menu on the right.
- Select Mark as Inactive or Mark as Active depending on the current state.
- The pill in the Client Status column updates instantly.
Steps – Mobile card view
- Tap the ⋮ menu on the card's top-right.
- Choose the appropriate Mark as … option.
Bulk status change?
This feature is on our roadmap. For now you'll need to update clients one-by-one.
Tip
Use the Active / Inactive tabs above the table to quickly filter your view.