How to Manage Clients

Clients are the people or organizations who are your agency's primary

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You must be a Super Admin user or have the following permissions: create clients update clients

Clients are the people or organizations who are your agency's primary recipients. They can be defendants, jurors, witnesses, staff, or any other recipient of messages.

This guide is for users who want to create and update clients manually through the agency's admin dashboard.

All of the following steps are performed in the agency's admin dashboard.

How to Create a Client

  1. Click on the Clients link in the top navigation bar. Navigate to clients
  2. Fill in the Create Client form.fill create client form
  3. Click the Create button.click create button
  4. Click the Edit button to view the client's profile or fill in the form again to create a new client.click edit button to view or edit client

client created

How to Update a Client

  1. Search for your client (see below)search client
  2. From the client's profile, you can edit the client's information.You can edit client's info
  3. Click the Save button to save any changes.click save button to save changes

How to Search for a Client

There are two ways to search for a client.

Quick Search

In the top navigation bar, click on the search icon and enter a partial or full value for one of the following:search client from top navigation

  • Full Name
  • First Name
  • Last Name
  • Client Reference/ID
  • Phone Number
  • Email Address
  • Case Number
  • Event Reference/ID

The search will return all clients that match the search criteria. Click on the client's name to view their profile.

Advanced Search

Click on the Clients link in the top navigation bar.

Scroll down to the Search Clients section on the left side of the page.advanced search

Choose any of the fields that you want to search by.

  • General Search (partial or full value)
  • First Name
  • Last Name
  • Client Reference/ID
  • Phone Number
  • Email Address
  • Case Number
  • Event Reference/IDsearch with filter

How to Trash a Client

  1. Click on the Clients link in the top navigation bar.navigate to clients
  2. Search for the client you want to trash.search client to trash
  3. Click on the Edit button to view the client's profile.edit client button to trash client
  4. Click on the Tools > Trash button to trash the client.trash client

client trashed

After trashing a client:

  • You should see an alert that the client has been trashed.
  • The client will be hidden from the quick search and can only be found by using the advanced search.
  • Any of the client's related records (e.g. events, cases, contacts, etc.) will also be trashed.
  • Any scheduled messages for the client will be deleted.
  • Unless restored, the client and all related records will be permanently deleted after 30 days.

How to Archive a Client

  1. Click on the Clients link in the top navigation bar. navigate to clients
  2. Search for the client you want to archive.Search client to archive
  3. Click on the Edit button to view the client's profile.click edit button to view clients profile
  4. Click on the Tools > Archive button to archive the client.Click tools to archive a client

Client archived

After archiving a client:

  • You should see an alert that the client has been archived.
  • The client will be hidden from the quick search and can only be found by using the advanced search.
  • Any of the client's related records (e.g. events, cases, contacts, etc.) will also be archived.
  • Any scheduled messages for the client will be deleted.
  • By default, data will remain archived indefinitely. You can unarchive the client and related records at any time.

How to Restore a Client

  1. Click on the Clients link in the top navigation bar.navigate to clients
  2. In the Search Clients section, if the client is archived, click on the Archived checkbox or click on the Trashed checkbox if the client is trashed.Search archived client
  3. Click on the Search button.search client
  4. Click on the Edit button to view the client's profile.edit button to view client profile
  5. Click on the Tools > Restore button to restore the client.Click tools and than restore button

client restored

After restoring a client:

  • The archived or trashed alert will be removed.
  • The client will be visible in the quick search.
  • Any of the client's related records (e.g. events, cases, contacts, etc.) will also be restored.
  • Any related records will be resynced based on the current flows. Auto messages for new records will not be triggered.

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