As part of the upgrade of our IT environment we are cleaning up WinBEAT. One part of this cleanup is the consolidation and archiving of client cards that have no live or current policy information going back 8 years.
When we do the archive run we will be cleaning up, deleting and releasing those client codes with no live data back into the WinBEAT system for use, this will also remove them from the OrganiseIT folders. We currently have 14,000 redundant Client Codes.
If you have any client codes that you use for prospect reasons and would like them to stay this way, you will need to change the way you set up the client card.
When you currently create a new client card, the system defaults to Active and the client card is ticked to archivable (this means that if the client card is inactive it will be picked up in an archive run)
If you wish your client card not to be archived you will need to Untick the box.
We would like to run a full archive of the WinBEAT system before the end of September 2016. If you could please start to look at your client cards and update them as required.
Keep in mind that you are only actioning the clients that you want to keep. See instructions above.
If you have any questions please do not hesitate to email firstname.lastname@example.org.