Adding, Terminating, and Deleting Clients

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Clients represent the highest level of data within PensionPro. A Plan cannot be added until a Client has been created for the Plan to be assigned to. It is because of this—although Plans are the essence of PensionPro—the Client represents the true starting point of the data hierarchy within the application.

 

Tier Availability: Track, Team, Business

 

Note: Some features may not be available in all tiers.

 

Article Contents

 

 

 

Adding a Client

 

Requires Security Rights: Add/Edit Client

 

Adding a Client to PensionPro is easily accomplished at any time via the navigation menu on the left.

 

Note: During the process of adding a Client, some input fields populate their dropdown options by pulling in List Values. More information can be found in the article List Values.

 

  1. From the navigation menu, select Add Data > Client. The corresponding window displays.
  2. Assign the new Client to a Location.
    • The Location field is populated by the list of the user's Location Rights. For more information, refer to the article Firms & Locations.
  3. Search for and select the Company associated with this Client.
    • If the company does not exist in PensionPro, select Addadd_2.png to the right of the Company field and enter the company name. The new Company will be created along with the Client.
  4. Select a Status.
  5. (optional) Complete any remaining fields as needed.
  6. Select Save.

 

 

Importing Clients

 

Multiple Clients can be imported into PensionPro at once via the use of a spreadsheet template. For more information, refer to the article Data Import - Clients & Plans.

 

 

Terminating a Client

 

Requires Security Rights: Add/Edit Client

 

When required, a Client can be designated in PensionPro as Terminated, which also deactivates the record. As opposed to deleting a Client, deactivation has the advantage of retaining all Contact Information, Notes, and Interaction history associated with that Client.

 

A terminated Client will not appear in any search results, unless the Show Deactivated/Closed option is enabled in Search Preferences.

 

  1. From the General view of the Client tab, select Editedit.png at the top-right.
  2. Change the Status field to Terminated.
  3. Select Save.

 

Note: Any Plans belonging to the terminated Client will continue to be billed unless they are deactivated for all activity as per the steps outlined in the Deactivating a Plan section of the article Adding, Reassigning, Deactivating, and Deleting Plans.

 

 

Deleting a Client

 

Requires Security Rights: Add/Edit Client, Maintenance

 

Terminating a Client is recommended over deletion, as a terminated Client retains Contact Information, Interaction history, and other data. However, if the deletion of a Client is necessary, follow these steps:

 

  1. From the General view of the Client tab, select Editedit.png at the top-right.
  2. Select the Marked for Deletion checkbox.
  3. Select Save.
  4. Next, navigate to Maintenance > Data Deletion. The Data Deletion Manager opens in a new tab.
  5. Select Clients from the Views list on the left. Clients marked for deletion will be displayed in the grid.
  6. Hover over a Client to highlight the record and select Deletedelete.png on the right-hand side. The Client will be removed from PensionPro.

 

Note: Prior to deleting a Client, delete or reassign the Plans associated with that Client. A Client cannot be deleted until all of the Plans under it have been detached in one of these ways.