Product overview and status option

It’s now possible to add a status to a product, an entire customer relationship, or a person within a customer relationship in the Client File. Products can be labeled with the status ​‘inactive,’ ​‘active’ or ​‘refused.’ In the case of customer relationships and persons, a choice can be made between the status ​‘pending’ and ​‘accepted.’ We are working towards more extensive workflows in the Client File, where these statuses can be applied more and more broadly.
In addition, the Client File can now be accessed via ​‘Products.’ This makes it possible, for example, to retrieve all products with a certain status.
You will find this new screen in the professional portal via Client File > Products.