In ClientPoint, when a ClientPoint is marked as "trashed," it is not permanently deleted. Instead, it is temporarily stored in the Management Center (under the Manage section), where it can still be accessed, tracked, and managed. This allows administrators and users to recover trashed ClientPoints if they need to reinstate or make use of them again.
The data of trashed ClientPoints, including files, analytics, and recipient information, remain intact while they are in the trash. Therefore, these ClientPoints are not fully removed from the system until you explicitly delete them. If a trashed ClientPoint is still active or important, it is recommended to update its status from "Trashed" to another status like "Pending," which can be managed and tracked as usual.
Steps to Find and Recover Trashed ClientPoints
To locate and restore a trashed ClientPoint, follow these steps:
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Navigate to Manage:
- Log into ClientPoint and access the Manage section.
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Apply Filters:
- Click on Filters at the top of the page.
- Scroll down and find the Status filter, then select "Trash" from the drop-down menu.
- Click Apply Filters to view only the trashed ClientPoints.
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Select the ClientPoint:
- From the filtered results, choose the trashed ClientPoint that you wish to recover.
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Quick Edit the Status:
- After selecting the ClientPoint, click on Quick Edit.
- In the Quick Edit menu, find the Status field and select a new status (e.g., Pending, Won, Archive, etc.).
- After updating the status, click Save Changes to restore the ClientPoint to its active status.
Why Update the Status Instead of Permanently Deleting?
By recovering and updating the status of trashed ClientPoints, you ensure that valuable information is not lost. Trashed ClientPoints can still provide insights, including:
- Analytics: Metrics on client interactions, engagement, and status progress remain intact.
- Recipient Information: If the ClientPoint was sent or interacted with, recipient details remain available for follow-up actions.
- Tracking: You can continue to track the progress of the ClientPoint once it is restored.
If the ClientPoint is still part of an active workflow or sales process, recovering it allows you to manage it properly without losing critical data.
Conclusion
Recovering a trashed ClientPoint is a simple yet effective way to restore valuable client data, maintain workflow efficiency, and keep tracking important metrics. As trashed ClientPoints are not permanently deleted but only temporarily moved, the ability to recover them ensures that no information is lost unless explicitly removed. Whether it's to update the status or re-engage with an active ClientPoint, restoring it allows you to continue your operations smoothly.
If you have any questions or need assistance, feel free to contact support@clientpoint.net.