We have services lines that were in use historically but we no longer want teams to use.
I know we can go to each client and “inactivate” the service line but that seems tedious. I would love to be able to do something the admin area that would limit all future jobs (or being able to roll jobs) associated with the old service lines. There should be an "active" check at the service level and once unchecked the service can no longer be used to create new or roll to a new job.
Hi Shannon
You can do some of this by removing the checks on the service in Categories for Valid for People and Valid for Organisations. This will remove it from the Not Engaged list for all new clients but it won't change any existing engaged services.
Michelle
Thanks I will start doing some of that to limit the new jobs being created. I would still love a way to bulk inactivate and stop rolls for associated jobs.
This will be looked at once billing has been completed
This is planned for 9.8
We will look to add a Bulk Job Action to remove rollover settings