When reviewing a client record, you may find that there are multiple plans associated with the record. This article outlines ways to tidy up current and older client records so they remain manageable and easy to review.
A good time to review and clean up plans is when updating the start date of the Base Plan and any linked What-if plansto the new planning year. This is a good opportunity to determine whether each What-if plan should be carried forward or if it is no longer needed.
Before deleting any plans, consider using Plan Differences to review what has been changed across different What-if plans. This can help you confirm which plans should be kept and which can be removed.
Deleting Old Base Plans and What-if Plans
If older Base Plans or What-if plans are no longer relevant, you can delete them from the client record.
To delete a plan:
- Open the client record.
- Go to the current Base Plan.
- Select Manage Plans.
- Choose the plan you want to delete.
- Select Delete Plan.
You can also select Show Older Plans to view previous plans. From there, follow the same process by selecting the plan and choosing the delete option.
This allows you to quickly review and delete older plans from one screen.
For long-term client records, it is generally recommended to keep the most recent year’s work so you have a reasonable audit trail and can compare against previous advice.
Tip: Deleting a Base Plan will also delete any linked What-if plans.
Tip: Deleting a What-if plan linked to the active Base Plan will only delete that specific What-if plan. The equivalent What-if linked to a previous Base Plan will not be deleted.
Important: Deleting plans cannot be undone. Make sure you have selected the correct plan before deleting.
Archiving or Deleting Client Records
If you have too many client records, you also have the option to archive a client record.
Archiving removes the client record from view in AdviserGo, but the record remains available in the Admin Console. This allows you to retrieve the record later if needed.
See here>>> Deleting a Client's Plan
Please note that you cannot archive only part of a client record, such as past plans. You can only archive the entire client record.
However, if you have a newly updated plan that you want to keep, but you want to archive previous plans, you can use Copy and Archive.
Using Copy and Archive
The Copy and Archive function allows you to archive the original client record and create a new copy of it.
Once the copy has been created, you can delete any old Base Plans or What-if scenarios that are not needed from the new client record.
To use Copy and Archive:
- Open the client record in the Admin Console.
- In the left-hand Actions menu, select Copy Latest Version to New Client Record (and Archive This Record).
- A new copy of the client record will be created.
- The original record will be archived.
- In the new record, delete any old Base Plans or What-if plans that are no longer required.
You can then use the copied client record as the updated Base Plan and create future What-if scenarios from it.
Tip: When you delete a Base Plan, any linked What-if plans will also be deleted.
If you ever need to review the older plans for compliance purposes, they will remain available in the archived original record. Archived records can be accessed under Archived Clients in the Admin Console.