How can I edit or add new status for clients?

To edit the client status:

• Select “Clients” from the upper navigation menu 
• Search for and select the relevant client
• Select the “Edit Client” button 
• Modify the status as needed
• Select “update” 

Note: A new status can be added to the drop down from setup. To do so, click on Profile Icon > Click on Admin Setup > Client Module > Client Status > Add > Add new client status > Save. This new status will now be shown in the dropdown.