When a partner is deactivated, what happens next?
Can you add the Partner to a new Agreement?
Does linking still take place to an Agreement with that Partner on it?
Does Allocation still take place when a Deactivated Partner is present?
If you deactivate a partner
You won't be able to add a Partner or Responsible Partner to a new agreement.
Linking, as well as allocation, will still take place on current agreements that was created before the deactivation took place.
Also, when you download Individual Reports, you can select not to see the Inactive Partner’s Reports. This will reduce the amount of Individual Reports created
To set your Partner Status as Inactive, you must go to Settings
Then go to Partners and select to partners you want to Deactivate
Click on Deactivate
If you require the partner not to be part of the agreement (and allocation) any more, you will have to add a new Product Agreement for the relevant products. You can also add a new version to a current agreement that excludes the deactivated partner.