Steps to remove clients from the renewals screen all renewals tab
Step 1 - Select Renewals on the top navigation bar.
Step 2 - Select the 'All Renewals' tab.
Step 3 - Check the boxes of the clients to be removed.
Step 4 - Click the red 'Remove XX renewals' button.
Step 5 - Clients will revert back to the 'Search' tab, unless they have already book into this issue, in which case they will no longer appear on the 'Search' tab, as they have already renewed.
WARNING: Avoid removing any carried forward clients.
If they are removed they will only appear on the 'Search' tab of the current renewals, if the reason is one that would normally make them appear there. eg, booked in last issue, 2, 3, 6 or 12 issues ago and, it will revert to that reason.
They will no longer be 'Marked as carried forward'.
If the reason is outside one of those eg they were booked in 4 or 8 months ago, you will need to go back to the 'All Renewals' tab of the issue they were carried forward from to find them and reset the carried forward status from there.
