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Edit multiple clients

The

Edit Multiple Clients

window provides a quick way to add engagements or projects to multiple clients at the same time, or to change client or engagement information for multiple clients at the same 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

In the

Clients

screen, select Edit multiple Clients
.

In the

Edit Multiple Clients

window, select the Add Engagements
option, then select Next
.

In the left pane of the window, select each client you want to add engagements to and then use Select
or 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.

Select Next
.

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 the same time.

Select Finish
to add the engagements to the selected clients.

Adding projects to multiple clients

Open the

Edit Multiple Clients

window.

To open the

Edit Multiple Clients

window, do 1 of the following:

Select Setup
, then Clients
, and then select Edit multiple Clients
at the bottom of the screen.

Select Actions
, then Manage Projects
. In the Projects
tab, select 2 or more projects from the list, right-click, and select Add Projects to multiple Clients
.

Select Actions
, then Manage Clients
. In the Clients
tab, select 2 or more clients from the list, right-click, and select Edit Selected Clients
.

Do 1 of the following:

If you opened the

Edit Multiple Clients

window 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

window from the

Manage Projects

screen, skip to step 4.

Select Next
.

In the left pane of the window, select each client you want to add projects to and then use the Select
or Select All
button to select all clients at the same time.

Select Next
.

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 projects at the same time.

Select Finish
to add the projects to the selected clients.

Changing client information for multiple clients

In the

Clients

screen, select the Edit multiple Clients
link.

In the

Edit Multiple Clients

window, select the Change Client information
option.

Select Next
.

In the left pane of the window, select the clients you want to edit and select the Select
button to move those clients to the right pane, or use Select All
to select all clients at the same time.

When you're finished selecting clients, select Next
.

In the 1st dropdown list, select the field you want to edit for the selected clients.

In the field next to the dropdown list, select the new value for the selected field.

note

The value you select will replace the existing value in this field for each client you have selected.

To edit another field, select Add Row

button and repeat the previous 2 steps to change the value for the selected field.

Select Finish
to update the selected fields for the selected clients.

Changing engagement information for multiple clients

In the

Edit Multiple Clients

window, select the Change Engagement information
option.

To open the

Edit Multiple Clients

window, do 1 of the following:

Select Setup
, Clients
, and then select
Edit multiple Clients
at the bottom of the screen.

Select Actions
, then Manage Projects
. In the Projects
tab, select 2 or more projects from the list, right-click, and select Add Projects to multiple Clients
.

Select Actions
, then Manage Clients
. In the Clients
tab, select 2 or more clients from the list, right-click, and select Edit Selected Clients
.

Select Next
.

In the left pane of the window, 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 the same time.

When you're finished selecting clients, select Next
.

In the left pane of the window, select each engagement that you want to edit and use the Select
button, or the Select All
button to select all engagements at the same time.

Select Next
.

In the 1st dropdown list, select the field you want to change for the selected engagements.

In the field next to the dropdown list, select the new value for the selected field.

note

The value you select will replace the existing value in this field for each engagement you have selected.

To edit another field, select Add Row

and repeat the previous 2 steps to change the value for the selected field.

Select Finish
button to update the selected fields for the selected engagements.

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Learn

Edit multiple clients

Adding engagements to multiple clients

Adding projects to multiple clients

Changing client information for multiple clients

Changing engagement information for multiple clients

This article applies to: