Deactivate a Client Profile Alert
To deactivate a Client Profile Alert use the following steps:
1. Click Client Alerts.
2. From the Client
Alert table, Under Actions click Edit on the Alert you
want to deactivate.
3. When the Edit Client Alert
screen displays, in the Status field, select Inactive.
4. Click Save. The Client Alert
will not display when any of the pages to which it applied are opened.
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How to Deactivate a Client Profile
Use the following steps if you wish to deactivate a client profile. 1. Go to CRM and select Clients 2. Search for the client (either by name or NDIS number) 3. Click on the client's name and use the Deactivate button from the client profile