How to Unfreeze a Client's Record

If you need to unfreeze a client's record, follow these steps:

Steps to Unfreeze a Client's Record:

1. Locate the Client:

   • Navigate to the client whose record you want to unfreeze and open their Client Record.

2. Access the Frozen Record Page:

   • You will be redirected to the Frozen Record page.

3. Request to Unfreeze the Record:

   • Click the ‘Unfreeze Record’ button.
   • Enter your firm’s email address when prompted.

4. Confirm the Request:

   • After entering your email address, click the ‘Send’ button.

5. Complete the Process via Email:

   • Check your email for a link to unfreeze the client's record.
   • Follow the instructions provided in the email to finalise the process.
     
     

By completing these steps, the client's record will be unfrozen and accessible again.