The ability to label a client profile as a "test" user?

I created a couple of client profiles to test my workflows and see how my forms and agreements look on their end. There doesnโ€™t seem to be a way to permanently delete them, but it would be nice to be able to filter them out or exclude them from the list of sent intake forms or from counts of agreements signed/pending.

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Upvoters
Status

In Review

Board
๐Ÿ’ก

Feature Request

Date

4 days ago

Author

Elayna Swift

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