Mass / Bulk Edit Information

Summary of available features to mass update / bulk edit various bits of information.

Batch Funding Code Update Tool: Allows updating the funding code on multiple cases, outreaches, or timeslips in one process.

Batch Pro Bono Assignment Attempt: Allows the bulk assigning of attempts to pro bono users on various cases.

Bulk Edit Charges: Allows editing the Disposition, Disposition Date, and Notes on any number of charges for a case.

Bulk Edit Client Information on Associated Cases: Allows editing selected fields across some or all cases associated with a client profile (the page seen when you click a client's name instead of a case number).

Bulk Edit Case Title: Allows changing the Case Title on multiple cases.

Bulk Edit Services: Allows editing multiple service/phase records on a case.

Edit Multiple Users Simultaneously: Allows editing a select list of fields on multiple user accounts.

Funding Code Timekeeping Change Block: Allows editing the funding code on multiple timeslips on a case in batch fashion.

Lookup Lists - Batch Edit: Allows the renaming, reordering, activation, or deactivation of all lookup values in a given system lookup.

Mass Assignment Updates: Allows reassigning multiple matters to another user. This can helpful, for example, when a user leaves an organization.

Mass Calendar Updates: Allows changing the association on multiple events, tasks, and deadlines from one user to another user - on user profiles.

Transfer a Case's Calendar Events, Tasks, and Dealines from One User to Another: The same as Mass Calendar Updates, but on a single case.