Mass or Bulk Updates to 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.


Bulk Edit Case Title

Allows changing the Case Title on multiple cases.


Funding Code Timekeeping Change Block

Allows editing the funding code on multiple timeslips on a case in batch fashion.


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.


Bulk Edit Client Information on Cases (Beta Testing)

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). Contact information such as address, email address, and phone numbers. Demographic information such as Date of Birth, Race, Gender, and Language. A case note is created on each case in which information is changed.