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Client Management

Edit multiple items at the same time

Follow these steps to make the same edit or modification to multiple clients, contacts, or staff members at the same.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select
    Edit Multiple Clients
    .
  3. Select the information to edit, then
    Next
    .
  4. Select the clients to edit. You can use
    Select All
     or double-click to select each individual client. You can also use the
    Filter
     field. Select
    Next
    .
  5. Select the fields to edit from the dropdown, and specify the value you want to assign to the selected clients.
  6. Review the expected output. Select
    Finish
     to complete the process.
note
Screens will vary slightly depending on the option selected in Step 3. Options regarding editing engagements may ask you to select from a list of engagements as well as clients.

This article applies to:

  • Product: Practice CS

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