There's a few different reasons why you might see a client record activated in error...
If you have a client that keeps changing status from inactive to active this could be due to the status of the purchase orders on the client. Any open purchase orders that need to be cancelled or have an end date placed on them will cause the client to keep becoming active automatically.
If you are a provider you will need to contact your local authority and ask them to update the purchase orders, If you are part of the local authority you have to send an update to CallConfirmLive! to request the system update the purchase order data.
Alternatively, if you have the user permission to update purchase orders manually follow these instructions:
Log in to CallConfirmLive!
On the left side select the Clients section.
Right-click the client record and select Open Client.
Click on the Purchase Orders tab on the left of the client record.
Double-click the purchase order that requires updating.
In the Basic tab, you can select an end date for the Purchase Order or there is a drop-down for Status.
Click Close in the top right of the Purchase Order.
Once you have completed updating all the necessary Purchase Orders select Save and Close along the top of the client record.
The client will now become inactive again on the system.
The client record could also keep being made active due to there being no service end date on the record. To add an end date on the client record, follow these simple steps:
Log in to CallConfirmLive!, on the left side select the Clients Section.
Right-click the client record and select Open Client.
Click into the Misc Details tab on the left of the client record.
Near the bottom, select the tick box next to Service ended on and select a date from the dropdown box.
If trying this does not solve the issue please raise a new case online and reference the title of this article.