How to Archive/Trash Clients via Bulk Actions

Archiving or trashing clients via bulk actions allows to efficiently archive or trash multiple clients in bulk, simplifying client management tasks for improved organization and time-saving purposes.

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Last updated 3 months ago

How to Archive/Trash Clients via Bulk Actions

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Archiving or trashing clients via bulk actions allows to efficiently archive or trash multiple clients in bulk, simplifying client management tasks for improved organization and time-saving purposes.

Why Archive/Trash Clients via Bulk Actions?

Use the Bulk Actions feature in eCourtDate to efficiently archive or move multiple clients to the trash. This is a time-saving method for managing client records in your eCourtDate account.

Prerequisites

Before you use the Bulk Actions feature to archive or trash clients, ensure you have the necessary permissions to manage client records.

How to Archive/Trash Clients via Bulk Actions

Step 1) From the main navigation bar, go to the Bulk Actions

main navbar bulk actions

Step 2) Set the Action Type to "Archive/Trash Clients," then click the "Add" button.

trash/archive bulk action

Step 3: You can search for the desired clients by selecting the preferred parameters on the left and clicking "Live Run" to archive/trash clients.

bulk action search client form

What to Expect

After completing the archiving or trashing process, you can expect the following:

  • Clients will be successfully archived or moved to the trash, depending on your selection.
  • A confirmation email message will confirm the action you've taken.

Frequently Asked Questions

Question: Can I restore clients from the trash after trashing them using Bulk Actions?
Answer: You can restore clients from the trash using the same Bulk Actions feature. It provides a convenient way to recover accidentally trashed clients.

Question: Is there a limit to the number of clients I can archive or trash at once using Bulk Actions?
Answer: The number of clients you can archive or trash depends on client limit settings. 

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