Knowledge Base

 
 

Version 7, 2019

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Managing Client data in Bulk


This view can be used to update a range of Client information in bulk. For example, SMS or Email reminder tick boxes.
Managing Client data in Bulk
1

Choose Clients

1. Choose Clients
Use this box to choose the Client List to display.
If Date Range is selected then the From and To date boxes will be enabled
2

Go

2. Go
Click Go to display the Client List
3

Client List

3. Client List
The Client List shows the current information for the clients displayed. Any of these fields can be updated and saved using the Apply button.
4

Show/Hide Autofilter Row

4. Show/Hide Autofilter Row
Tick to display the Filter row. This enables the displayed list to be manipulated, e.g. show only those clients whose SMS Reminder tick box is not checked.
See the details on how to use Filters in the Reports section.
5

Find

5. Find
Use Find to search for a specific value, e.g. a name
6

Print

6. Print
Print out the Client List results
7

Export to Excel

7. Export to Excel
Export the Client List Results
8

Linked records

8. Linked records
Show any records linked to the selected Client record
9

OK

9. OK
Click Ok to save and close the window
10

Cancel

10. Cancel
Click to canel and changes and close the window
11

Apply

11. Apply
Click to save any changes made but keep the window open.