Keep Your Client List Organized on eCourtDate by Archiving and Trashing Clients As Needed.
Why Archive and Trash Clients?
Archiving and trashing clients on eCourtDate lets you organize your client list. When ready to close a client's profile, use the archive or trash buttons to disable further messages.
Prerequisites
You need Super Admin or client managing permissions to archive or trash clients. If you don't have one, Click Here to Learn More About Roles.
How to Archive Clients
Step 1) Go to the client you want to archive/trash. Click to Learn How to Search Existing Clients
Step 2) Click on the Tools button to Archive or Trash
An alert will confirm that the client is either Archived or Trashed:
Once archived or trashed:
- All outbound messages are disabled.
- All associated client data, such as events, payments, cases, and bonds, are archived or trashed.
- The client will no longer show up in the Search Clients bar.
How to Search for Archived/Trashed Client
Use the Has Client Status field in the Clients Advanced Search to filter for archived or trashed clients:
What to Expect
By archiving and trashing clients on eCourtDate, you can effectively manage your client list, organize inactive or completed cases separately, and remove clients no longer relevant to your practice. Additionally, you can restore clients from the archive or trash list whenever needed
Frequently Asked Questions
Question: Can I permanently delete trashed clients?
Answer: eCourtDate does not permanently delete trashed clients. Instead, they are moved to the "Trashed Clients" tab, which can be restored if necessary. This ensures data safety and allows for accidental trashing to be easily corrected.
Question: Can I search for clients in the archive or trash list?
Answer: You can use the Advanced Search and add "Archived Clients" or "Trashed Clients" to find specific clients in the respective lists.