Client life cycle statuses

On create client it moves into "Pending" for approval state. From the approval state it can be:

>> On clicking on "Activate" the client gets "Active".

Or

>> On clicking on "Close" the client gets "Closed".

Or

>> On clicking on "Reject" the client gets "Rejected".

Or

>> On clicking on "Withdrawn by client" the client gets "Withdrawn".

Or

>> On clicking on "Delete" the client gets "Deleted". Once client gets deleted, it wont show anywhere in the finflux.

If the client is in "Closed" state, it can be "Reactivated" to make it "Active".

And If the client is in the state: Rejected/Withdrawn/Deleted it cant be Activated again.

Note:-

For below mentioned action's need to update reason as mentioned below in the Code values(Admin>>System>>Code):-

Reference link:- Manage Clients

Finflux User Manual