Adjusting the Activity Status of a Client Profile Template

To edit the activity status of a Profile Template record observe the following steps:

1. Select the Administration>Client Profile Template sub-menu to open the Client Profile Template List page.

2. Within the search field input the particulars of the Client Profile template.
   
   

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3. Highlight the profile record to be edited and either click on the edit button or double-click on the record.

4. To deactivate the profile record select the Deactivate button . Deactivating the record will set it to read-only.
   
   

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   To activate the profile record select the Activate button.
   
   

5. Click the CLOSE button to exit the page and return to the Client Profile Template list page.