Removing Inactive plans from

Some clients may still appear in your client list even though the plan associated with your rep code has

been set to inactive status.

The reason this happens is the default setting for W.Connect is to show all your clients with all the

plans regardless of the status. To remove

change the plan status to Active, once that is completed

This will bring up all your active clients with active plans only.

Please see the below screen shot

Removing Inactive plans from an Active client list

Some clients may still appear in your client list even though the plan associated with your rep code has

The reason this happens is the default setting for W.Connect is to show all your clients with all the

remove these clients please use the Advanced search

nce that is completed, please re-run your search by clicking the

This will bring up all your active clients with active plans only.

Some clients may still appear in your client list even though the plan associated with your rep code has

The reason this happens is the default setting for W.Connect is to show all your clients with all their

search field option, and

by clicking the globe.