Managing Client Data in Bulk

The Client Bulk Edit view can be used to update a range of Client information in bulk, for example, SMS or Email reminder inclusion, inactive record, privacy setting.

  1. Select Data MaintenanceClient Bulk Edit to open this view.

  2. Use the filtering options at the top to load the clients that you want to update in bulk, and make changes in the columns. Tick or untick the top of a column to apply the change to all clients.

  3. Field

    Description

    Show Clients with Appts in the last..

    Use this box to choose the Client List to display.

    If Date Range is selected, the From and To date boxes will be enabled.

    Go

    Click Go to display the Client List.

    Show/Hide Filter 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.

  4. Each row in the list matches one client. Tick a checkbox in a row to update only that client, or tick a checkbox in the column header to update all listed clients with that setting.
  5. Click OK.