Protect any information you need before asking Planworth Support to delete or archive a client.
Create a client-facing PDF
If you need a copy of the client's plan:
Open a generated Financial Insights scenario for the client.
Open Report Wizard.
Select the content to include.
Select Generate PDF Report.
Delete or archive a client
Contact Planworth Support before removing a client record. Include:
The client's name
The action you want to take
Whether the client is shared with anyone else in your workspace
Whether you need a copy of any plan information first
Support will confirm which action is available for your workspace and what information it affects before the record is changed.
If a client was removed by mistake
Contact Planworth Support as soon as possible. Include the client's name, the approximate time of the change, and the action that was taken. Do not create a replacement household until Support confirms the next step.