Current scenario is, if a client has been inactivated, it can still reply to tickets or create tickets over email. so in order to stop this from happening I can delete the user, or disable email at a location level whith the caveat of also disabling all location clients.
However, there are situations where being able to block email action triggering for inactive clients are not only handy but also critical to several workflows:
- When techs are prevented from directly deleting clients.
- When as a security measure, customer wants certain accounts to be temporarily disabled/suspended.
- When due to billing measures is necessary to prevent clients from create/update tickets.
- When companies become inactive for certain time but they are likely to come back later as customers.
So in those situations and probably others not listed, the following features would become essential to achieve the goal:
- Inactive option not only at a client and location level but also at company level.
- Option to hide inactivated clients, companies or locations from lists, views and reports.
- Bulk disable or inactivate clients at a company/location level.
- Option for the system to automatically reply to the user that his account, company or location is currently disabled/inactive or any other custom message for that matter.
- Reports or an option to verify for how long a client/location/company has been inactive and who inactivated it.
