The Bulk Edit command, available in the Tasks, Matters, Billing and Contacts modules, allows you to set a single field in multiple records to the same specified value all at once. This functionality is for account administrators.
Important: The bulk edit command allows a large number of changes to be made very quickly and easily. Please review your selections and options carefully before executing the command as the changes cannot be undone easily.
- Select all of the records you wish to modify by clicking the Checkbox next to each record.
- Click the Bulk Edit button.
- Select from the options in Select field to update.
- Select from the options in the Enter new information for field.
- Click Update.
Depending on the type of the field being changed, you may see different items in the Bulk Edit dialog box. For example, if the field is a simple text field, you will be give the option to prepend (add before), overwrite or append (add after) the new text to any text that exists in that field in the record.
If the field is a simple boolean true/false field, you will see the option to select true or false.
Also note that it may not be possible to update some fields based on the data in the record. For example, you cannot update the GoodsAndServices field in a matter if the type of the matter is not "Trademark". In such cases, you will see an error message in the activity log.
When using the bulk edit command in the Matters module, extra options are available.
By selecting a matter from the Search Matters box you can load information from the field in the specified matter into the "New information" box. This allows you to quickly copy data from one field in a matter to the same field in multiple other matters.
If you wish to update all matters related to each selected matter, the click on the "Also update..." checkbox. This allows you to quickly update all members of a matter family with the same information in a specific field.
The view link opens another dialog box showing all matters that will be updated and the current value of the selected field for each matter. This helps you make sure you are updating matters correctly.
The Bulk Edit command is normally only available to account administrators. However, this command can be enabled for a non-administrator user by checking the appropriate box in that users permissions settings in the contacts module.
