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Next Action Sent to an Unavailable or Non‑Referrable Organization

In this article, we explain what was sent to an organization that should not be available or referrable, yet the system still allowed the worker to assign it to that team.

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Written by David Bayley-Hamilton
Updated over a week ago

⚠️Important: End‑dating an organization currently only prevents it from being used for finance. It doesn’t stop workers from selecting it for next actions.

🤓Tip: Customer will need to raise an AHA for this functionality.

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