To support consistent and effective use of Plannr, the following best practice article will outline what needs to be completed on Plannr, when a Client moves to a different IFA, e.g. the No longer IFA process.
Client Record
Updating Basic Details
Go into the relevant Client Record
Click Actions (top-right) > Update Basic Details
You'll then want to amend the following:
Contact & Preferences tab - Amend all to No
Service Tab - Set Status as Inactive (Note: This may not match your own Client Statuses)
Service Tab - If you're using Groups to segment your clients and you have a group for Disengaged Clients, amend this too
Removing Portal Access
If you're using the Plannr portal with Clients, you'll need to remove their access
Go into the relevant Client Record
Click Access (left-hand menu)
Click the bin icon to remove their access (note - you will need delete permissions)
Plans
Go into the relevant plan(s)
Click Details > Plan Details (left-hand menu)
Amend the plan status to Inactive
This will then bring up the Inactive Reason & Inactive Date - complete these with the relevant information
Next, amend the Agency in your name field to No
Once all fields are updated, click Save
Fees
We recommend you end a fee instead of deleting any.
From the main Client Dashboard, click Work (left-hand menu) > Charges
Within the Charge Schedule screen, click the pencil edit icon for the Fee you're wanting to end
Add in an end date (when the fee is scheduled to cease from)
Click Save
You'll need to do this per fee (e.g. if you have 3 plans with ongoing fees, you'll have 3 x charge schedules)