What happens to a removed user's records, tasks, and email?

Their records stay with the firm — contacts, notes, meetings and documents are firm data, not personal data, and remain exactly where they are. Before deactivating someone:

1. Reassign their open tasks (Assigned To on each task).
2. Reassign the contacts they serviced to another advisor.
3. Note that their personal mailbox and calendar connections are theirs — once deactivated, that mailbox no longer syncs. Historical email already synced to a contact remains on the record.