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 having a look at the following linked articles and using them as a guide to go through the process depending on what you have set up: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
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