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INSZoom - Inactivate Client Profile

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Inactivate Client Profile

A client's profile can be inactivated so that the reminders linked to the client are deactivated.

  1. Navigate to the 'Client Info' page.
  2. Click on 'Profile' under 'Detailed Info' section.
  3. Click on 'Edit'.

Screen Shot 2022-12-22 at 11.42.24 AM.png

  1. Scroll down to 'Status' and click on 'Inactivate.'

Screen Shot 2022-12-22 at 11.43.36 AM.png

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  1. Article type
    How-to
  2. Tags
    1. client
    2. Inactivate
    3. Profile