How to Manage Client Groups

Client groups allow you to organize clients for easy tracking, automated messaging, bulk communications, and reporting.

Prerequisites

• You must have administrator access to an eCourtDate staging or production agency.

How to Configure Client Groups

1. Sign in to your eCourtDate staging or production agency.
2. Click Admin > Settings in the top navigation.
3. In the Search Settings field, type Groups.
4. Locate the Default Groups setting.
5. Enter your group names as a comma-separated list.
6. Click the Save button to apply your changes.

How to Add a Client to a Group

1. Click Clients in the top navigation.
2. Find the client you want to assign to a group and click Edit.
3. In the Client Profile form, select the desired Group.
4. Click the Save button to apply your change.

How to Choose a Group When Manually Adding Clients

1. Click Clients in the top navigation.
2. In the Create Client form, click the Fields button.
3. Click the Client Group field.
4. The group field will display in the form.

How to Require a Group When Manually Adding Clients

1. Click Admin > Settings in the top navigation.
2. In the Search Settings field, type Required.
3. Locate the Create Client Required Fields setting.
4. Click the Client Group field.
5. Click the Save button to apply your changes.

How to Search for Clients in a Group

1. Click Clients in the top navigation.
2. In the Search Clients form, locate the Client Groups filter.
3. Select the desired group name to filter clients.
4. You can select multiple groups to refine your search.

How to Choose a Default Group if Bulk Uploading Clients

1. Click Uploads in the top navigation.
2. Click the Upload Templates tab.
3. Click Edit on the upload template you want to change.
4. In the Auto Populate Fields section, select the Default Client Group setting.
5. Click the Save button to apply your change.

How to Choose a Default Group if Self-Enrolling Clients

1. Click Admin > Portals in the top navigation.
2. Click Edit on the portal you want to change.
3. Click the Enroll tab.
4. Search for the Group field (or add the field by clicking the Add Enroll Field button).
5. If you want to auto populate the group field, type in the name of the group you want to use as the default.
6. If you want to allow clients to choose a group, don't enter anything in the Group field.
7. Click the Save button to apply your changes.

Frequently Asked Questions

Why do I see group names that aren't in my list?

The group names will auto-generate based on the client data that is provided. Verify that your uploads or integration are providing the correct data.

I changed the group name, but it's not showing up in the list.

The list of groups may take a few minutes to update. Try refreshing the page or waiting a few minutes.