LeashTime Answers

Think carefully before you deactivate a client.  Although no records of visits completed wil be deleted, all schedules will be deleted.

So for example, if a client has three EZ Schedules and a recurring schedule, after you deactivate him, you will still see all of his completed visits, but his schedules will no longer appear.

When you deactiveate a client (by clearing the "Active" checkbox in the client's Basic Info tab and saving changes) the following things happen:

• all future incomplete visits are deleted
• all completed visits are left alone
• old schedules are removed, but the completed visits they contained are retained
• the client no longer appears in the list of Active clients
• the client is accessible only from the Inactive clients list