Build a module in PE used for an offboarding workflow or something around client exits.
Date
Votes
3 comments
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Aimee Osborn Agree that this would be helpful. We have some custom SPs that inactivate contact records associated with the lost client and that move any active jobs to inactive however we run into issues with inactive jobs staying as "Rollable" and then jobs roll and appear on job lists for inactive clients. It would be nice to have a streamlined workflow to make sure anything tied to the lost client gets updated appropriately.
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Michelle Harris Are there any regulatory conditions that would need to be linked to this?
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Brad Podzius No, any conditions around this would be completely firm specific.
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