Change account status

1. Go to Configuration > Administration > Accounts.
2. Do one of the following:
   • Select one or more entries on the Accounts grid and click Bulk Actions.
   • Click an account entry to open the record and click Actions.
3. Select Change Status. Update Account Status pop-up opens.

4. Select New Status: ……

   • Closed

   • Deactivated

   • Flagged

   • Open

5. Select a New Status Date.

6. If applicable, select to overwrite the status date.

   

7. Click Apply. The status is changed.