How to Delete a Scheduled Message for a Client

Trash a scheduled message on a client profile in eCourtDate so it never sends, then restore it from the Tools dropdown if you change your mind.

You must be a Super Admin user or have the following permissions: trash messages

Trash a scheduled message on a client profile in eCourtDate so it never sends. Trashing happens the moment you click, without a confirmation prompt, and you can bring the message back afterward with Tools > Restore.

Overview

A scheduled message sits in the queue until its send date and time arrive. When a hearing moves or the information in the message becomes wrong, you can trash the message so it never reaches the client.

  • What it does: Marks the scheduled message as trashed so it drops out of the Scheduled Messages panel and the Messages page and is not delivered
  • Why it matters: Stops outdated or incorrect information from reaching your clients and causing confusion about their obligations
  • Who uses it: Staff whose role includes the trash_messages permission
  • Expected outcome: The message stops sending right away, and you can restore it from the message page if you trashed it by mistake

Prerequisites

Before you trash a scheduled message, make sure you have:

  • Access to the client profile in eCourtDate
  • A role that includes the trash_messages permission
  • An outbound message that is still scheduled, because the card titled Update Message To only appears while the message status is scheduled

How-To Steps

Step 1: Find the Client

  1. Click the search icon in the top navigation bar to open the Search field.
  2. Enter the client's name or reference number.
  3. Select the client from the results list.

Searching for clients on dashboard

Step 2: Open the Scheduled Message

  1. Confirm the client name shown at the top of the profile is the one you want.
  2. Scroll to the Scheduled Messages panel on the client profile.
  3. Click the message you want to remove, which opens it on the message page.

Client profile

One off message on the client profile

Step 3: Trash the Message

  1. Check the To value, the message content, the Send Date and the Send Time on the card titled Update Message To to confirm you opened the right message.
  2. Copy the page URL so you can reopen the message later if you need to restore it.
  3. Click Trash at the bottom of that card.

The same action sits in the Tools dropdown at the top of the page. Click Tools, then click Trash. The dropdown keeps Trash available even after the scheduled time passes, while the button on the card is hidden once that time has passed.

Edit message form

What to Expect

eCourtDate trashes the message as soon as you click Trash. No confirmation dialog appears. A red notification reading "Message trashed" shows in the top right corner for a few seconds, and the Save and Trash buttons disappear from the card titled Update Message To.

Reload the client profile and the message is gone from the Scheduled Messages panel. It also drops out of the Messages page results, and it is not delivered on its scheduled date. Open the message again by its direct link and a red banner reads "Message was trashed on" followed by the date and time, and the Tools dropdown then offers Restore.

Best Practices

  • Read the To value and the Send Date before you click Trash, because no confirmation step appears.
  • Copy the message URL before you trash it, since the Messages page has no filter for trashed messages and the direct link is how you reach the message again.
  • Edit the message instead of trashing it when only the wording or the timing is wrong. The card titled Update Message To lets you change From, To, Subject, the message body, Send Date, Send Time, Channel and Language, then click Save.
  • Tell the rest of your team when you trash a message for a shared client, since the message leaves the Scheduled Messages panel and the Messages page.

Frequently Asked Questions

Q: Can I undo trashing a scheduled message?

A: Yes. Reopen the message by its direct link, click Tools, then click Restore. The Restore option shows once the message is trashed or archived.

Q: Does eCourtDate ask me to confirm before it trashes the message?

A: No. The message is trashed as soon as you click Trash, and the only feedback is the "Message trashed" notification in the top right corner.

Q: Where does a trashed message show up afterward?

A: Nowhere in the lists. The Scheduled Messages panel and the Messages page both drop the message, so open it by its direct link to view or restore it.

Q: Why is the Trash button missing from the card titled Update Message To?

A: The card hides Trash once the scheduled send time has passed. Click Tools, then click Trash, which stays available.

Troubleshooting

Issue: The message you want to trash is not in the Scheduled Messages panel.

Symptoms: You open the client profile and the message is missing, or the panel shows "No scheduled messages".

Solution:

  1. Click the refresh icon at the top of the Scheduled Messages panel to reload the list.
  2. Open the filter icon and clear any Filter By choice, because TEXTS, EMAILS and CALLS each hide the other channels.
  3. Click Load more at the bottom of the panel, since it loads ten messages at a time.
  4. Confirm the message is still scheduled, because the panel only lists outbound messages that have not sent yet.

Issue: You trashed the wrong message.

Symptoms: The notification read "Message trashed" and the message is gone from the Scheduled Messages panel.

Solution:

  1. Open the message by its direct link, which is the page URL you were on when you clicked Trash.
  2. Click Tools, then click Restore.
  3. Reload the client profile and confirm the message is back in the Scheduled Messages panel.

Issue: The card titled Update Message To does not appear on the message page.

Symptoms: You open the message and see the message details card, but no fields to edit and no Trash button.

Solution:

  1. Check the Status value on the message details card, because the update card only renders while the status is scheduled.
  2. Confirm the message is outbound, since an inbound message opens a Reply to card instead.
  3. Click Tools, then click Trash, if you still need to trash a message that is no longer scheduled.

Important: If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

Related Articles

Trash a scheduled message on a client profile in eCourtDate so it never sends. Trashing happens the moment you click, without a confirmation prompt, and you can bring the message back afterward with **Tools** > **Restore**.

### Overview

A scheduled message sits in the queue until its send date and time arrive. When a hearing moves or the information in the message becomes wrong, you can trash the message so it never reaches the client.

- **What it does:** Marks the scheduled message as trashed so it drops out of the **Scheduled Messages** panel and the **Messages** page and is not delivered
- **Why it matters:** Stops outdated or incorrect information from reaching your clients and causing confusion about their obligations
- **Who uses it:** Staff whose role includes the trash_messages permission
- **Expected outcome:** The message stops sending right away, and you can restore it from the message page if you trashed it by mistake

### Prerequisites

Before you trash a scheduled message, make sure you have:

- Access to the client profile in eCourtDate
- A role that includes the trash_messages permission
- An outbound message that is still scheduled, because the card titled **Update Message To** only appears while the message status is scheduled

### How-To Steps

#### Step 1: Find the Client

1. Click the search icon in the top navigation bar to open the **Search** field.
2. Enter the client's name or reference number.
3. Select the client from the results list.

![Searching for clients on dashboard](https://s3.amazonaws.com/ecdassets/images/articles/client-search-bar.png)

#### Step 2: Open the Scheduled Message

1. Confirm the client name shown at the top of the profile is the one you want.
2. Scroll to the **Scheduled Messages** panel on the client profile.
3. Click the message you want to remove, which opens it on the message page.

![Client profile](https://s3.amazonaws.com/ecdassets/images/articles/client-profile-page.png)

![One off message on the client profile](https://s3.amazonaws.com/ecdassets/images/articles/one-off-message.png)

#### Step 3: Trash the Message

1. Check the **To** value, the message content, the **Send Date** and the **Send Time** on the card titled **Update Message To** to confirm you opened the right message.
2. Copy the page URL so you can reopen the message later if you need to restore it.
3. Click **Trash** at the bottom of that card.

The same action sits in the **Tools** dropdown at the top of the page. Click **Tools**, then click **Trash**. The dropdown keeps **Trash** available even after the scheduled time passes, while the button on the card is hidden once that time has passed.

![Edit message form](https://s3.amazonaws.com/ecdassets/images/articles/message-overivew-form.png)

### What to Expect

eCourtDate trashes the message as soon as you click **Trash**. No confirmation dialog appears. A red notification reading "Message trashed" shows in the top right corner for a few seconds, and the **Save** and **Trash** buttons disappear from the card titled **Update Message To**.

Reload the client profile and the message is gone from the **Scheduled Messages** panel. It also drops out of the **Messages** page results, and it is not delivered on its scheduled date. Open the message again by its direct link and a red banner reads "Message was trashed on" followed by the date and time, and the **Tools** dropdown then offers **Restore**.

### Best Practices

- Read the **To** value and the **Send Date** before you click **Trash**, because no confirmation step appears.
- Copy the message URL before you trash it, since the **Messages** page has no filter for trashed messages and the direct link is how you reach the message again.
- Edit the message instead of trashing it when only the wording or the timing is wrong. The card titled **Update Message To** lets you change **From**, **To**, **Subject**, the message body, **Send Date**, **Send Time**, **Channel** and **Language**, then click **Save**.
- Tell the rest of your team when you trash a message for a shared client, since the message leaves the **Scheduled Messages** panel and the **Messages** page.

### Frequently Asked Questions

**Q: Can I undo trashing a scheduled message?**

A: Yes. Reopen the message by its direct link, click **Tools**, then click **Restore**. The **Restore** option shows once the message is trashed or archived.

**Q: Does eCourtDate ask me to confirm before it trashes the message?**

A: No. The message is trashed as soon as you click **Trash**, and the only feedback is the "Message trashed" notification in the top right corner.

**Q: Where does a trashed message show up afterward?**

A: Nowhere in the lists. The **Scheduled Messages** panel and the **Messages** page both drop the message, so open it by its direct link to view or restore it.

**Q: Why is the Trash button missing from the card titled Update Message To?**

A: The card hides **Trash** once the scheduled send time has passed. Click **Tools**, then click **Trash**, which stays available.

### Troubleshooting

**Issue:** The message you want to trash is not in the **Scheduled Messages** panel.

**Symptoms:** You open the client profile and the message is missing, or the panel shows "No scheduled messages".

**Solution:**

1. Click the refresh icon at the top of the **Scheduled Messages** panel to reload the list.
2. Open the filter icon and clear any **Filter By** choice, because **TEXTS**, **EMAILS** and **CALLS** each hide the other channels.
3. Click **Load more** at the bottom of the panel, since it loads ten messages at a time.
4. Confirm the message is still scheduled, because the panel only lists outbound messages that have not sent yet.

**Issue:** You trashed the wrong message.

**Symptoms:** The notification read "Message trashed" and the message is gone from the **Scheduled Messages** panel.

**Solution:**

1. Open the message by its direct link, which is the page URL you were on when you clicked **Trash**.
2. Click **Tools**, then click **Restore**.
3. Reload the client profile and confirm the message is back in the **Scheduled Messages** panel.

**Issue:** The card titled **Update Message To** does not appear on the message page.

**Symptoms:** You open the message and see the message details card, but no fields to edit and no **Trash** button.

**Solution:**

1. Check the **Status** value on the message details card, because the update card only renders while the status is scheduled.
2. Confirm the message is outbound, since an inbound message opens a **Reply to** card instead.
3. Click **Tools**, then click **Trash**, if you still need to trash a message that is no longer scheduled.

> **Important:** If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

### Related Articles

- [How to Send a One-off Message](/how-to-send-a-one-off-message)
- [How to Duplicate a Message](/how-to-duplicate-a-message)
- [How to Search for Outbound Messages Using Filters](/how-to-search-for-outbound-messages-using-filters)
- [Message Troubleshooting for Clients](/message-troubleshooting-for-clients)
Share: