Hi Peter,

This is an interesting issue, and we've had to go back to the source code to see what's really happening here. This is what we found for v9 and above.

1. You cannot change a staff member to a client if there are open jobs assigned to that staff member (need to re-assign / close them all first)
2. If a staff member is changed into a client, and then you view any of the jobs that were actioned / asssigned etc to them, they will display and the ex-staff member will have a different icon next to their name to indicate their identity change.
3. If a job is re-opened that was assigned to an ex-staff member (now a client), unfortunately, gets lost in the system. We will be releasing a maintenance fix for this issue soon where any "missing in action" jobs will be restored to the skillgroup supervisor.

The current recommendation for this scenario is to delete any ex-staff members rather than converting them into a client. When a staff member is deleted, they are simply marked as "IsDeleted" at the database level. This means that they won't show in any pick-lists, drop-down boxes etc, however all of the job assignment links remain intact.

Regarding Active Directory integration, you could disable them from further AD updates by unchecking their AD enabled status.

Hope this helps. Thanks again for raising this issue - we'll have a release out there soon.

Rod