Search for your user that you need to set as terminated.

Pull up his/her user record, and click the link:
"Employee Termination Tool"

at the top right hand corner.

At the bottom of the terminate employee form make sure you pick someone for
this:

Employee that will handle Remaining Open Referrals

If the persons that you are trying to terminate has open referrals you will be blocked from completing this operation until you select someone that will get the open referrals.

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Users of Referral Trak are supposed to ensure that before a new Referral is created for a new person or business (a Referred Party or RP) that the database is first checked to ensure that the RP does not already exist. This prevents duplicate instances of the same RP from entering the database which can cause a lot of confusion and make searches run slower and return duplicates. Its also not possible to measure referral activity per household or cross selling properly if your system has duplicate RPs.

Referral Trak customers that purchase integration will have duplicates when a new customer walks in off the street and is referred for one or more products or services. A customer is defined as new when there is NOT a CIF in the database for this customer yet. Thus the referrals are created BEFORE they can be linked to a CIF. Once the person becomes a CIF in the Core Processing System that CIF will be sent to referral trak which results in a duplicate.

In either case, the Merge Referred Parties Wizard helps by suggesting candidates for merging based on exact and loose matches on Last Name and Business Name. When you use this tool to merge the candidate into the suggested Referred Party (or CIF if integration is enabled) then all of the referred products and services are kept intact, and the duplicate personal or business information is simply logged and deleted.

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We have architected the database to try to ensure that its not possible to delete records that are pointed at by other records. Products, Departments/Branches/Offices and Users must be migrated in order to be deleted. When you want to remove one of these types of records from the system first pull the record up as if you wanted to edit or map the record. You will see a migration tool link on the menu. Click that link and you will be asked to pick another Product, Department/Branch/Office User to migrate data asssociated with the record too; even if the record does not have any referrals associated with it (yet) you still have to pick a migrate record just in case there is some data that the system needs to re-link.

When you want to delete a user the migration tool you will use is called the Employee Termination tool. If you are not sure which employee to pick to migrate open referrals to you can pick yourself. Pay attention to how many open referrals are displayed when you run the action in TEST MODE. You will need (probably) to re-route each of these referrals manually to the correct new destination. For example if you are terminating Employee A, and you find that 60 out of the 80 open referrals for Employee A all can / should be handled by Employee B, then you should select Employee B as the migrate option in the termination tool.

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A backup copy of the referral is made and the referral is purged from the database immediately. Richweb is able to restore a deleted referral manually in the event of an emergency or dispute. The delete tools is available to managers for open referrals. Closed out referrals can be reset to open, and then deleted by a PA if needed.

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You probably did not use the Change Product tool but instead simply updated the actual product that was sold when you closed the referral. To change the product for a referral that has been closed you will first need to reset the referral. You will then be able to use the change product tool. The new incentive amount and timing will be loaded from the new product that was picked. You can then re-close the referral and the correct amount should be picked.

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