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Update client status and remove mailing group memberships

Update client status and remove mailing group memberships

Your alumni tags leave client records and group memberships out of sync, causing outreach mistakes. Updating records and removing memberships keeps coordinators accurate within minutes.

Update client status and remove mailing group memberships

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Overview

When alumni tags arrive, your client DB and community groups can fall out of sync, wasting coordinator time and risking incorrect access. This workflow updates the client record and removes group memberships automatically, so program coordinators see correct status within minutes.

Update client status and remove mailing group memberships