There are a few different reasons why a client record may keep switching from inactive to active. The steps below cover the most common causes and how to resolve them.
Open purchase orders
If a client record keeps changing status from inactive to active, this may be caused by open purchase orders on the client. Any open purchase orders that have not been cancelled or given an end date will cause the client to become active automatically.
If you are a provider, contact your local authority and ask them to update the purchase orders.
If you are part of the local authority, send an update to CallConfirmLive! to request the system updates the purchase order data.
If you have permission to update purchase orders manually, follow the steps below.
Log in to CallConfirmLive!.
On the left side, click the Clients section.
Right-click the client record and select Open Client.
Click the Purchase Orders tab on the left of the client record.
Double-click the purchase order that requires updating.
On the Basic tab, select an end date for the purchase order or update the Status dropdown as required.
Click Close in the top right of the purchase order.
Once all necessary purchase orders have been updated, click Save and Close at the top of the client record.
The client will now become inactive on the system.
Missing service end date
The client record may also keep becoming active if there is no service end date on the record. To add a service end date:
Log in to CallConfirmLive!.
On the left side, click the Clients section.
Right-click the client record and select Open Client.
Click the Misc Details tab on the left of the client record.
Near the bottom, tick the checkbox next to Service ended on and select a date from the dropdown.
Click Save and Close.
If the issue persists after trying these steps, raise a new case online and reference the title of this article.