How to Filter Assigned Clients by Users

Filter Assigned Clients by Users streamlines client management by allowing users to easily view and organize clients based on assigned users, improving workflow efficiency and collaboration within eCourtDate.

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Last updated 9 months ago

How to Filter Assigned Clients by Users

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Filter Assigned Clients by Users streamlines client management by allowing users to easily view and organize clients based on assigned users, improving workflow efficiency and collaboration within eCourtDate.

Why Use Filter-Assigned Clients by Users?

Use the "Filter Assigned Clients by Users" feature to quickly sort and view clients assigned to specific users in eCourtDate.

Prerequisites

To use the "Filter Assigned Clients by Users" feature, you need an active eCourtDate account with assigned clients. If you haven't assigned any clients, please refer to our guide on How to Assign Clients to Users.

How to Filter Assigned Clients by Users

Step 1) Log in to your eCourtDate account and navigate to the Clients from the dashboard.

clients main navigation bar

Step 2) Select the desired user(s) from the filter options on the Search Clients form and click the Search Clients button.

search for clients by assigned user

 

What to Expect

After applying the filter, the client list will refresh, displaying only the clients assigned to the selected user or users. You can easily review and manage the assigned clients specific to the chosen user(s) without distractions.

Frequently Asked Questions

Question: Can I apply multiple filters simultaneously?

Answer: Yes, you can apply multiple filters simultaneously to narrow your search further. For example, you can filter by a specific user and additional criteria like client type or status.

Question: How can I remove the applied filter?

Answer: To remove the applied filter and view all assigned clients again, locate the filter options or dropdown menu and click the "Reset" option. This will reset the filter and display all assigned clients.

Question: Will other users be able to see my filtered view?

Answer: No, the filter settings are specific to your account and will not affect other users. Each user can apply their filters based on their preferences and needs.

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