When creating a client for the first time in the system you must fill in the required Status Field. On the initial creation page the available drop down selection is Client Future Opportunity which is an inactive Client Status and further steps are required to make the Client active.
Please follow the below steps to check the status of a Service Location and activate if required.
Search for the Client you have created
This can be done by:
- Selecting Profiles in the top bar menu >Hover down to Clients and across to Search Client and Select.
- Or Select the Clients Bobble
From the Search Client page apply a Search Value or select all clients and filter using the small filters shown in the large red box below.
Select the location name from the list. This will load another page with the the locations profile.
Scroll down the page to Status and ensure this is set to Client Active and press Save.
