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.
- SelectSetup, thenClients.
- SelectEdit Multiple Clients.
- Select the information to edit, thenNext.
- Select the clients to edit. You can useSelect Allor double-click to select each individual client. You can also use theFilterfield. SelectNext.
- Select the fields to edit from the dropdown, and specify the value you want to assign to the selected clients.
- Review the expected output. SelectFinishto 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.
