Bug: Handling Removed Names in Client Account Builder

[ATXNickTaylor]

Description:

Encountered an issue where removed or replaced names in the "Client Account Builder" result in "Name not in template" messages. Seeking a solution to automatically remove these extraneous entries when publishing updates back to the Client Account Builder, especially after modifications like name additions at the bottom of the list.

Expected Behavior:

Upon updating the Client Account Builder, any names that no longer exist or have been replaced should be automatically removed from the system, ensuring data integrity and avoiding unnecessary placeholders.

Steps to Reproduce:

1. Modify names in the Client Account Builder, such as adding a new name to the bottom of the list.
2. Observe the "Name not in template" message for removed or replaced names.
3. Publish updates back to the Client Account Builder.

Proposed Solution:

Implement a cleanup function that checks for discrepancies between the current names list and the updated one, removing any entries that no longer match.

Impact:

This bug impacts the clarity and usability of the Client Account Builder, potentially leading to confusion and data clutter. Addressing this issue will streamline the update process and enhance user experience.

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[ATXNickTaylor]

In Development as of 2024-02-19 at 5:25 PM CST