Deactivated Trusts

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?

Hi @MelissaI

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.

Warren

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