Disable Client Record

Disabling Client Record

You disable a client when the business relationship is no longer active or valid.
  
IMPORTANT: Clients with active contracts cannot be disabled. You need to end or disable the contract first.

• Go to the Client Main View and locate the client you want to disable.

• Click the Disable button next to the client record. This opens the Disengage Client dialog.

• In the dialog, confirm the client details shown (Legal Name, DBA, VA Client Code, VA Company, Client Start Date) to ensure you’re working on the correct record.
• Use the date picker to select the date the client should be marked as disengaged (format mm/dd/yyyy).
• Choose the appropriate reason from the Reason for Disengaging dropdown:
  • Business Closure / Strike-off
  • Business Losses
  • Choose to proceed with SCALE
  • Client Death
  • Client did not push through due to Pricing
  • Client Migration
  • Client preferred Automation Processing
  • Client’s Management Discretion
  • FTE Resignation
  • Moved to Competitor due to Lack of Service Options
  • Moved to Competitor due to Price
  • One Time Project Only
  • Outsourcing Did Not Work
  • Quality of Work/Not Happy with Services
  • Unresponsive Client

• If you’re ready, click the Disable button in the dialog to proceed. Then click Yes to verify.

• Check the Client Main View to confirm the client’s status now shows as Disengaged.