Mass or Bulk Updates to Information
Summary of available features to mass update / bulk edit various bits of information.
Allows updating the funding code on multiple cases, outreaches, or timeslips in one process.
Allows changing the Case Title on multiple cases.
Allows editing the funding code on multiple timeslips on a case in batch fashion.
Allows reassigning multiple matters to another user. This can helpful, for example, when a user leaves an organization.
Allows changing the association on multiple events, tasks, and deadlines from one user to another user.
Bulk Edit Client Profile Data (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 Date of Birth, Race, Gender, and Language. A case note is created on each case in which information is changed.