Client Life Cycle Statuses

This page details the Client Life Cycle Statuses and the transitions between the various statuses.

Open

 On creating a new client, it moves into the  "Pending for approval" state. From the approval state, it can undergo the following transitions:

• On clicking on "Activate", the client gets "Active".
  OR

• On clicking on "Close", the client gets "Closed".
  OR

• On clicking on "Reject", the client gets "Rejected".
  OR

• On clicking on "Withdrawn by client", the client gets "Withdrawn".
  OR

• On clicking on "Delete" the client gets "Deleted". Once a client gets deleted, it won't show up anywhere in Mifos X.
  
  

• If the client is in the "Closed" state, it can be "Reactivated" to make it "Active".

• If the client is in the following states: Rejected/Withdrawn/Deleted, it cannot be Activated again. 

NOTE: For the actions mentioned below, we need to update reasons as mentioned below in the Code Values (for more information, navigate to Admin >> System >> Code) : 

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