We understand that at times you may lose clients, this will then need to be updated within your systems. For clients, you have archived/deleted we advise doing the following steps:
Export the client history, then upload this within the client folder
Archive or Delete the client (depending if integration is enabled)
Delete business folders using the client name/code (this will send the files to archive)
For more information on this process mentioned, you can have a look at the following help articles we have created to guide you when doing this process depending on what you have set up:
Deleting a Client your business may loose clients. Clients who are lost to your business must be off-boarded from your internal systems and databases with relevant information being archived for record keeping purposes.
Depending on whether or not your Nimbus account is integrated with a CRM or Practice Management system, the process for off-boarding Clients from Nimbus will differ.
Please refer to the following linked articles which will guide you through the process of off-boarding your Clients details from your Nimbus account.
Client Off-boarding Process - non-integrated
Clients Off-boarding Process - XPM
...