In ClientPoint, the option to move a ClientPoint to the trash is provided for administrative convenience. When a ClientPoint is moved to the trash, it no longer appears in your active workflow or Dashboard aggregations, keeping the interface clean. However, trashed ClientPoints are not permanently deleted and can be recovered if necessary. This functionality is useful for archiving or temporarily removing ClientPoints that are not relevant or need further review later.
Why Trash a ClientPoint?
Trashing a ClientPoint can be helpful when you want to:
- Remove clutter: Trashing helps declutter the active workflow while retaining the ability to retrieve the data later.
- Temporarily deactivate: For ClientPoints that are not yet finalized or are in a state of uncertainty, moving them to the trash provides a way to pause further actions without permanently losing them.
- Maintain clean dashboards: Ensuring that only active and relevant ClientPoints are reflected in your reports and analytics.
Steps to Trash a Single ClientPoint
To move a ClientPoint to the trash, follow these steps:
- Go to Manage: Access the Manage section in ClientPoint.
- Select a ClientPoint: Find and select the ClientPoint you wish to trash.
- Quick Edit: In the toolbar, click Quick Edit to open the editing options.
- Change Status: In the Bulk Edit window, locate the Status field and choose Trash from the drop-down list.
- Save Changes: Click Save Changes to move the selected ClientPoint to the trash.
Steps to Trash Multiple ClientPoints at Once
If you need to move several ClientPoints to the trash simultaneously, you can do so using the bulk edit function:
- Go to Manage: Access the Manage section in ClientPoint.
- Bulk Edit: In the toolbar, click More and choose Bulk Edit.
- Select ClientPoints: Check the box next to each ClientPoint that you want to trash.
- Edit Status: In the Bulk Edit window, locate the Status field and select Trash.
- Save Changes: After making your selections, click Save Changes to move all selected ClientPoints to the trash.
Conclusion
Trashing ClientPoints in ClientPoint is a simple and effective way to manage your workflow by temporarily removing items that are not currently relevant, without permanently deleting them. Whether you are managing a large number of ClientPoints or need to remove a single one, this feature helps keep your Dashboard clean and your data organized, ensuring that you can always recover trashed ClientPoints when necessary.
If you need assistance or have any questions, feel free to reach out to support@clientpoint.net.