First of all Merry Christmas!
Now back to ClienBase! One of my clients called yesterday asking about deleting old clients when they had reservation cards or activities attached to their profiles.
The answer is you NEVER delete old clients. If you are confident that you will not be doing business with them, you can change their PROFILE STATUS to inactive, but never delete them. Even death is not a reason.
The information you are tracking is vital. Maybe you need to see if all of your clients ARE dieing off. But more realistically, don’t you think the info about past trips, or perhaps the comments about trips you planned is useful in planning your future?
You can move a profile to inactive on the main screen of the profile or you can do it globally (like maybe you queried clients who have not purchased in a decade?)
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