Agency activity report - delinking a client

The agency activity report is designed to show activity over a specific period.

In our system, the delinking date for a customer is the date their activity stops, not the date we action the delinking. This means the delinking date could be the date of a customer’s death, or the date a company ceases.

If you want to view the delinking date for customers in your agency activity report, you will need to run or rerun the report for the period from when their activity ceased.