Add Client Status

We should have a concept of a client status as

  • New

  • Inactive

  • Active

Allows better filtering / segments for bulk email targeting etc.

  • New – The client has not placed any orders yet.

  • Active – The client has one or more recurring CPs that are awaiting, active, or suspended.

  • Inactive – The client only has cancelled or closed recurring CPs.

Feature Request
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How Would You Use This in Upmind?
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What problem does this solve for you?
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Impact of not having this feature
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Upvoters
Status

Next (Scoping)

Board

CRM

Date

About 1 year ago

Author

Vira

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