Archive
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Sunniva Andersen
complete
You can now export key client data and task records when off-boarding clients. This process ensures you have a copy of the client’s tasks, users associated, and interactions before the client is permanently deleted from XBert.
Here's how to do that: https://support.xbert.io/en/articles/11595398-how-to-export-client-information
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Melanie Pearce
Any idea when this will be available? It is so important we can keep data of workflows with clients that disconnect for QMS purposes.
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Trudy Mendis
Just to add to this, the reports need to take into account QMS and record keeping requirements, given this is how we detail the actions we have taken and why for our clients.
Aaron Wittman
planned