Remove client anniversary reminder if client is terminated
I continue to get client anniversary reminders on terminated clients even though I have entered their client termination date.
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Anonymous
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Craig Horvath
commented
To add on to this comment, when a client is no longer a client or a spouse passes away, we should be able to "disable" the anniversary reminder as we can for birthdays. Essentially, the system is requiring us to remove the wedding anniversary date in order not to receive these reminder. Not something we will do despite a client leaving the firm or a death of a spouse. We DO NOT delete relevant data points on clients or former clients.