Bulk Update Clients allows you to update certain information in bulk for your clients within Practice Manager.
Bulk Updating Clients:
- Within Practice Manager, select the clients from the Client list.
- From the left-hand menu, select Bulk Update Clients to display the Bulk Update Clients dialog.
- From the dropdown list, select one of the following to update:
- Client field name
- Portfolio Manager
- Office
- Custom Fields (users, dropdown and checkbox types)
- Select the Field value to update to.
- Click Update.
- Click Close to close the Bulk Update Clients dialog.
The selected updates are now displayed in the Client record within the appropriate screens.