Deleting Agency Contacts from the Account, Deletes them from the Agency as well
When you link and agency to a new client it brings over contacts from other accounts tied to the agency. This is fine, but when you delete the contact from that accout, it deletes it at the agency level on all acounts.
You should be able to revise by account without deleting from other account as each account may have a different AE at the agency and a different buyer.
We have just completed the development of this feature. You’ll now be able to add/remove contacts from agencies without the fear of them actually being deleted! This is simply a show/hide type of interaction now.
We can’t wait for you to try it out within our Monarch product!
Keep the feedback flowing!