What to do
Step by step.
- Partner home, open the account, Remove account.
- The account stays live until the end of the month, so the client's last report is built.
- On the 1st it goes read-only for thirty days and comes off your invoice. Your people can still open it and export the reports. The account's status line reads: Removed. Read-only, waiting on a decision.
- After thirty days Eidomai closes it out, and we check with you first: the client continues directly with Eidomai (they keep their map and we bill them), the record is held as it is, or it is deleted.
Removal is a month-end event, not a button that deletes. The client's last report gets built, the account goes read-only for thirty days and comes off your invoice, and then we close it out with you.
A pause is not a removal. Move the client to The Scan instead; the map keeps measuring and nothing is lost.
How to read it
What the screen is telling you.
- Nothing is deleted on the day you press Remove. You have the rest of the month plus thirty days to export reports or change your mind.
- Removing an account never touches the people on your agency. That account's client contacts lose their view links only when the record is deleted.
Questions
People ask.
- A client paused. Do I have to remove them?
- No. Move them to The Scan for the pause. The map keeps measuring, they keep their baseline, and moving back up is one change.
- What does hold mean?
- The record stays as it is, off your invoice, nothing refreshing, until it is either picked up again or deleted.
- Can the client keep going without me?
- Yes. Tell us when you remove the account and we move them to a direct Eidomai account. Their map, ledger and briefs carry over.