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 helps 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 won't be there.
- Reestablishing access to the Employee or Client 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!