Client Entities are closed by adding a terminated date via GreatSoftMPM. The following screen show displays the Client References tab and shows the Date Terminated field.
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Once the Client has a Terminated Date entered into GreatSoftMPM, the Client Entity will be removed from the Nimbus Client grid.
If the Client Entity included documents prior to the Client being terminated in GreatSoftMPM, the Client folder is then accessible as an Orphaned Client via the Documents / Business folder view. The folder name, will be that of the Client Code, prior to the Client Entity being set as Terminated.
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