Path: Setup > Client > Status Workflow Batch > [Highlight "Inactive" Status] > Edit Status

This section guides you through configuring the "Inactive" client status within the workflow batch. When the rules are applied, a client's status will change to "Inactive" if the conditions are met.

Workflow Batch Settings for "Inactive" Status

To configure the "Inactive" status:

1. Select the "workflow batch applicable" checkbox.
2. From the dropdown list, choose the "Inactive" rule.
3. Assign a hierarchy value. For example, you might use 2. This value determines the rule's priority; a higher number gives it more authority.
4. Allow Status Change: For each available client status, consider if a client currently in that status (e.g., "New") should be allowed to change to "Inactive." If so, select the corresponding checkbox. Go through the entire list of statuses and select all those where a change to "Inactive" is desired.

Buttons

• Save: Click to save the changes you've made to the "Inactive" status settings.
• Back: Click to return to the previous screen without saving any changes.