Income graphs continue even if an ex-client - so we have some clients in the Contact Hub who are no longer a client and haven't had a new proposal but there income graph is assuming that they are still a client and still have income i.e it hasn't gone to nil. I'm not sure if this is because they are still classed as a client as there isn't an option to class them as an ex-client. In one case we had quoted for the renewal but they chose to leave us so the proposal is showing as Lost but the income graph is assuming that the income is still there. Not sure what is the driving factor for the income to be included in the graph.
Guest
Hi Elizabeta and all, the ability to hide / archive clients will be shipped as part of the ID checks release.
So old clients can be hidden and you can work on a clean list of clients for AML, proposals etc.
Let me know this solves for your pain points!
I really hope this is being looked at. At the moment it's becoming confusing and unnecessarily complicated.
I really don't want to delete clients, as I want to be able to see how many I won, lost, disengaged etc. and now with AML checks all in one place, I don't see how its even possible to delete clients.
Really would appreciate a better way of tidying up and using a contact hub