Changing a record manually to Inactive status and email options.

Administrators can have an option to send or not to send an inactive email every time a Waitlist is manually changed to Inactive.  Follow the next steps to do so.

1. Search for the waitlist entry that needs to be changed manually to Inactive using the filter fields, search by parent, child or mobile and click on View.

2. On the Carer Summary page click on the drop down menu and select Inactive.  

3. A window will appear confirming that you are sure you want to make this file inactive. Check box to send Inactive email, otherwise leave it blank if you do not wish to send an email, then click Inactive button (for this example the box was not checked).

To check this, you will see in the Interactions history that there no email was sent to the parent and that the status has been updated to Inactive. 

Hope this helps you!

For more enquiries and questions, please feel free to email us at support@mywaitlist.com.au