Blank error message when adding a project to all clients
When using the Edit Multiple Clients feature to add a project, selecting all clients may result in a blank error message and the project not being added. This occurs because inactive clients are included in the selection. To avoid this, filter the client list to show only active clients before selecting all clients.
Using the
Edit Multiple Clients
feature to add a project and selecting all clients may trigger a blank error message with only an OK
button, and the project is not added.When you select all clients, inactive clients with no left date are included. If any of those inactive clients doesn't already have the engagement linked to the project you're adding, the application can't add it. This causes the whole process to fail — the project isn't added to any client, and you get the blank error message.
Solution
Filter the client list in
Edit Multiple Clients
to exclude inactive clients before selecting the clients to which the project will be added, as follows:- Go to .
- SelectEdit multiple Clients.
- Select theAdd Projectsoption.
- If theFilterfield following theSearchfield is not visible, select the arrow for theSearchfield to display theFilterfield.
- In theFilterfield, enterStatus. Then, in theMethodfield, enteris. Then in theSelect...field, enterActiveand pressEnteron your keyboard. The client list should now include only clients with Status equal to Active.
- Select theSelect Allbutton, thenNext.
- Select the project you want to add to the selected clients, thenSelect.
- SelectFinishto add the project to the selected clients.
