Re-running a client

When and why to re-research a client, and what happens to existing records.

You can re-research any client by including them in a new run. More detail on the re-run workflow and version comparison view is being prepared for a future release.

The client research history panel showing multiple run versions for one client

For now: each new run creates a fresh research record alongside existing ones. Both are accessible from the client's research history tab. See research runs for the versioning model.