Hi all, is there a way to find deactivated trusts in CAS360? I have deactivated a trust that is no longer a client but just out of curiosity how do we go about finding these trusts in future should they become clients again down the track?
Thanks for your post
If you need to restore a trust, we can do this for you.
We don’t have the view deactivated / restore feature for trusts yet however it is on our roadmap.