Knowledgebase
Downloads
Glossary
Ask a Question
toggle


KB Home / Tips and Tricks / Bulk Update Clients

Bulk Update Clients

Article ID: 3276
Last updated: 01 Nov, 2023

Bulk Update Clients allows you to update certain information in bulk for your clients within Practice Manager.

Bulk Updating Clients:

  1. Within Practice Manager, select the clients from the Client list.
  2. From the left-hand menu, select Bulk Update Clients to display the Bulk Update Clients dialog.
  3. From the dropdown list, select one of the following to update:
  • Client field name
  • Portfolio Manager
  • Office
  • Custom Fields (users, dropdown and checkbox types)
  1. Select the Field value to update to.
  2. Click Update.
  3. Click Close to close the Bulk Update Clients dialog.

The selected updates are now displayed in the Client record within the appropriate screens.

Article ID: 3276
Last updated: 01 Nov, 2023
Revision: 4
Views: 378
This article was:  


Also listed in
folder Practice Manager
folder Practice Manager Plus

RSS
Powered by KBPublisher (Knowledge base software)