Greetings!
I am currently managing the process of reviewing and clearing clients who have either terminated our services or been struck off. In our company, we categorize clients by Year Assessment (YA), so for each YA we complete, the active clients are moved to the next YA. As a result, the same client may appear multiple times under different YAs, leading to redundant entries.
Here’s the challenge I am facing:
When a client terminates our service, I need to update their status to “Resigned”, but I have to do this manually for each instance across different YAs, one by one. This is quite time consuming.
Are there any ways, automations, integrations or third-party apps that could help simplify this process?
I would like appreciate your advice or suggestions if this is possible. Thank you in advance for your kind support!