Restoring via Bulk Actions empowers eCourtDate users to efficiently restore multiple clients from the trash, simplifying client management tasks, ensuring data integrity, and facilitating quick recovery for improved client organization.
Why Restore Clients via Bulk Actions?
Restore Clients via Bulk Actions to automatically restore any clients that have been previously archived or trashed.
Before restoring clients via Bulk Actions, ensure that you have the necessary permissions to manage client records and access the client trash folder.
How to Restore Clients via Bulk Actions
Step 1) From the main navigation bar, go to the Bulk Actions
Step 2) Set the Action Type to "Restore Clients," then click the "Add" button.
Step 3: To search for desired clients, select preferred parameters on the left and click "Live Run" to restore clients. It's important to enable Archived/Trashed settings to get search results. If you're looking for specific clients, use archived from date filters to refine your search.
What to Expect
After completing the client restoration process, you can expect the following:
- Clients will be successfully restored from the trash to their original locations.
- A confirmation email message will confirm the restoration action you've taken.
Frequently Asked Questions
Question: Is there a limit to the number of clients I can restore at once using Bulk Actions?
Answer: The number of clients you can restore depends on your client limit settings.
Question: Does restoring clients via Bulk Actions overwrite any existing data or settings?
Restoring clients preserves data and settings without overwriting, ensuring integrity.