How can the "Client
life events" card be cleaned up if I still need the classification of
"Client" for the revenue output to work. It seems that the "client" classification has competing demands based on which report/tab/function you are using in AdvisorEngine. Currently, the "Client" classification is needed for email correspondence, Client Life Events which is great. However, if I have a contact that is no longer a client, I obviously don't want them to show up in the "Client Life Events" but do want to continue to see the information in the revenue output for the year. I hope this can be fixed going forward.