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Deleting Client Records
For compliance reasons and to prevent accidental deletion, AdviserLogic does not allow clients to be permanently deleted from the system. However, there are several ways to manage inactive or duplicate client records effectively.
Additionally, visibility for specific client types, such as prospect clients, can be managed by adjusting their status appropriately.
How to Manage Different Client Types
Prospect clients → can be managed by adjusting their visibility through the 'Status' field in the Fact Find section.
Duplicate Clients? → Use the Merge feature to consolidate multiple entries for the same client.
Deceased Clients? → Follow the Deceased Client Record Management process to ensure proper handling.
Other Inactive Clients? → Assign the appropriate category and mark the client as hidden to remove them from active view while maintaining compliance.
This approach ensures data integrity while keeping client records manageable and compliant with best practices.
Remove Inactive Client
Go to the client record that needs to be managed then navigate to Fact Find > Internal > Additional Information > Status.
Change the Client Category to a suitable predetermined status then mark the client as Hidden and select Save.
For prospect clients, changing the visibility status achieves similar results, ensuring proper record management.
👉Follow the Category Creation Instructions to create categories for inactive clients.
Once you have saved the change, a pop-up will confirm the changes have taken effect.
The client will no longer be searchable in the quick search and will not show up in reports for active clients.
👉To find hidden Clients please follow the Find Hidden Clients process, a segmentation report can also be generated to show all clients that are hidden.