Please add a delete option for inactive clients, moved out clients.
started a topic
about 1 month ago
Please add a delete option for inactive clients, moved-out clients.
Suresh P Vithlani
10 days ago
You can merge it with a dummy client.
I would suggest to keep it as it is because when they will visit again for your advise and service you will have all data on hand which will create your image as good advisor who have all details even if investors do not invest for very long.
Trust me this will positively impact your practice