Archiving Old Closed Clients
I would like to see the option to archive clients at a specific date. For example, if we have had a client who closed all their account with us and are no longer clients, the ability/option to archive them after 6 years into some type of Redtail Archive storage that would also be easily accessible in case you need to reference any archived accounts.
This would allow for us to sift through the hundreds (if not thousands) of closed out clients our company has had over the last several decades. Would allow for greater organization and clean up.
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Anonymous commented
great idea!