Changes / View Change

  • eCourtDate Help Team
  • Created: 2025-09-22 18:28:35
  • Status: production

When users are transferring clients manually or through bulk actions, the following options are available:

  • Sync With Target Agency - if enabled, the client and related records will be updated instead of skipped.
  • Related Records - users can choose which related records are transferred instead of all.