Setup (General)

Editing multiple clients

The
Edit Multiple Clients
 dialog provides a quick way to add engagements or projects to multiple clients at one time, or to change client or engagement information for multiple clients at one time.
note
  • The ability to add projects is available only if you are licensed for the Project Management module.
  • You can edit all active clients, and inactive clients for whom
    Left
     dates have been entered.

Adding engagements to multiple clients

  1. In the
    Clients
     screen, select the
    Edit multiple Clients
     link.
  2. In the
    Edit Multiple Clients
     dialog, select the
    Add Engagements
     option, then select the
    Next
     button.
  3. In the left pane of the dialog, select each client to which you want to add engagements and then select the
    Select
     button, or use
    Select All
     to select all clients at once.
    tip
    Hold down the SHIFT key while clicking to select multiple consecutive clients, or hold down the CTRL key to select multiple nonconsecutive clients.
  4. Select the
    Next
     button.
  5. In the left pane, select each engagement that you want to add to the clients you have selected, or use
    Select All
     to add all of the engagements at once.
  6. Select the
    Finish
     button to add the engagements to the selected clients.

Adding projects to multiple clients

  1. Open the
    Edit Multiple Clients
     dialog.
    To open the
    Edit Multiple Clients
     dialog, do one of the following:
    • Choose Setup > Clients, and then select the
      Edit multiple Clients
       link at the bottom of the screen.
    • Choose Actions > Manage Projects. In the Projects tab, select two or more projects from the list, right-click, and choose
      Add Projects to multiple Clients
       from the context menu.
    • Choose Actions > Manage Clients. In the Clients tab, select two or more clients from the list, right-click, and choose
      Edit Selected Clients
       from the context menu.
  2. Do one of the following:
    • If you opened the
      Edit Multiple Clients
       dialog from the Clients setup screen, select the
      Add Projects
       option. This option is available only if you are licensed for the Project Management module.
    • If you opened the
      Edit Multiple Clients
       dialog from the
      Manage Projects
       screen, proceed to step 4.
  3. Select the
    Next
     button.
  4. In the left pane of the dialog, select each client to which you want to add projects and then select the
    Select
     button, or use
    Select All
     to select all clients at once.
  5. Select the
    Next
     button.
  6. In the left pane, select each project that you want to add to the clients you have selected, or use
    Select All
     to add all of the projects at once.
  7. Select the
    Finish
     button to add the projects to the selected clients.

Changing client information for multiple clients

  1. In the
    Clients
     screen, select the
    Edit multiple Clients
     link.
  2. In the
    Edit Multiple Clients
     dialog, select the
    Change Client information
     option.
  3. Select the
    Next
     button.
  4. In the left pane of the dialog, select the clients you want to edit and use the
    Select
     button to move those clients to the right pane, or use the
    Select All
     button to select all clients at once.
  5. When all desired clients are selected, select the
    Next
     button.
  6. In the first drop-down list, choose the field you want to edit for the selected clients.
  7. In the field next to the drop-down list, select the new value for the selected field.
    note
    The value you select will overwrite the existing value in this field for each client you have selected.
  8. To edit another field, select the Add Row button and repeat the previous two steps to change the value for the selected field.
  9. Select the
    Finish
     button to update the selected fields for the selected clients.

Changing engagement information for multiple clients

  1. In the
    Edit Multiple Clients
     dialog, select the
    Change Engagement information
     option.
    To open the
    Edit Multiple Clients
     dialog, do one of the following:
    • Choose Setup > Clients, and then select the
      Edit multiple Clients
       link at the bottom of the screen.
    • Choose Actions > Manage Projects. In the Projects tab, select two or more projects from the list, right-click, and choose
      Add Projects to multiple Clients
       from the context menu.
    • Choose Actions > Manage Clients. In the Clients tab, select two or more clients from the list, right-click, and choose
      Edit Selected Clients
       from the context menu.
  2. Select the
    Next
     button.
  3. In the left pane of the dialog, select the clients whose engagements you want to edit and use the
    Select
     button to move those clients to the right pane, or use the
    Select All
     button to select all clients at once.
  4. When all desired clients are selected, select the
    Next
     button.
  5. In the left pane of the dialog, select each engagement that you want to edit and select the
    Select
     button, or select the
    Select All
     button to select all engagements at once.
  6. Select the
    Next
     button.
  7. In the first drop-down list, select the field you want to change for the selected engagements from the drop-down list.
  8. In the field next to the drop-down list, select the new value for the selected field.
    note
    The value you select will overwrite the existing value in this field for each engagement you have selected.
  9. To edit another field, select the Add Row button and repeat the previous two steps to change the value for the selected field.
  10. Select the
    Finish
     button to update the selected fields for the selected engagements.

This article applies to:

  • Product: DT Practice