With only the option to delete a contact it is extremely frustrating to have to move documents from a contact to a client in document manager in order to delete them because you have to keep the documents for a certain period of time by law. These are contacts that we do not want to show up in reports anymore but may well be needed again in the future which if they are deleted means setting them up again and having to search for where their documents are to re attach them to the contact.

It would also mean that associations don't get removed so if a client is reopened you do not have to add all of the associations again and re link everything. It also means you can't see the contacts that are linked to a closed client.

For National Risk Assessment reporting we need to report on open and closed clients if the contacts for these closed client have to be deleted we are then unable to identify certain information surrounding the shareholders and directors for the report without having to completely reengineer the way we use central and client/contact records.

It also doesnt make sense that you can add documents to a contact, if they then have to be moved or deleted in order to delete them and to stop irrelevant contacts appearing in reports.

With this one feature not being available it causes unnecessay admin time that is just not feasible for billable staff.