As a Usage Based customer, it's important to understand the advantages and disadvantages of deleting employees or clients. Deleting employees can help you manage your agency’s expenses. However, it could also have a negative effect on your agency if your team needed to view the deleted data.
Before you delete any account, please consider these points.
- Billing is discontinued for those employees who are deleted. You have more control over your invoice thus you can directly impact your FormFire costs.
- Removing clients can help keep your data up to date. This will help you manage the clients within your brokerage more accurately.
- No visibility or control of the removed client data. Should you need to provide service to a client the data will not be there.
- Reestablishing access to the employee or group could involve a transfer with waiting period. Often servicing a client involves time sensitive situations.
Managing this resource properly is critical to your customer satisfaction, keep costs down and administration workload. Please consider scenarios where you would need to access a client’s data.
Thinking before deleting could save you a lot of time and missed opportunity in the future!