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Automation
Include credit balance check before deleting inactive clients
Include credit balance check before deleting inactive clients
Vox shared this idea 3 years ago
Automation
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Currently there are 4 criteria to check before deleting inactive clients but there is a crucial one missing.
If a client has a credit balance on their account but meet the 4 criteria they will still be deleted.
Please include an extra criteria:
Check if there is currently a credit balance on their account
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