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Hey {name|there}! 👋

<p>It would be good if whilst completing a New Business Event, if we answer ‘Yes’ to ‘Does this replace an existing plan’, the existing plan will automatically become inactive. As I am currently selecting Yes to this answer and then having to go in and make the plan inactive. This just seems like a double up on the work </p>

Inactive plans

Louise Bliss

Inactive plans

Comments1