This tutorial will walk you through the steps to Unarchive Clients from your View Clients & Matters list view in TrustBooks.
- From the Navigation Pane, select CLIENTS & MATTERS, and View Clients and Matters List:
- Your View Clients and Matters List is now displayed.
- Click the Show Archived Clients button:
- Click Unarchive next to the client you wish to restore.
- A pop-up window is displayed. Click OK to confirm that you want to unarchive this matter.
A confirmation window is displayed that your Client has successfully been unarchived.