Bulk Update Wizard
Every person or entity that the practice has contact with should have a record created for them in the database. The database is made up of contacts and clients.
Last update: CCH Central
Bulk Update Wizard
The document provides a step-by-step guide on using the Bulk Update Wizard to find and open a second record while a first record is already open. Key actions include holding the Shift key to access the search function, entering search criteria, and utilizing options for searching names in varying formats. It explains how to automatically hide forms if a single match is found and details how to view search results by double-clicking on the desired record, ensuring the same tab remains active as the first record.
CCH Central
Bulk Update Wizard: Clients and Contacts
The document outlines the process for using the Bulk Update tool in the Find Clients and Find Contacts areas. Users with appropriate permissions can access this tool to amend records. It recommends utilizing the Advanced Search feature to filter the client/contact list before proceeding. The Bulk Update Wizard consists of three steps: selecting the area for updates, setting values for required fields, and confirming the updates. Outcomes include successful updates or notifications of errors, with an option to export failed records to Excel. Images are provided to illustrate each step.
CCH Central
Bulk Update Wizard: Delivery Method field
This document outlines the procedure for bulk updating the Delivery Method field for assignments within the Bulk Update Wizard. It begins by introducing the new option for users to modify this field through the Assignment screen's Fee Budgets and Repeat Bills section. Users can select assignments, choose the Delivery Method from a drop-down menu, and set values like Post, Portal, or Email via a step-by-step process. The final confirmation tab allows users to complete the update, impacting billing workflows by determining how bills are delivered to clients.
CCH Central
Bulk Update Wizard: Employee Security group
This document provides a step-by-step guide on how to bulk update employee security groups using a Bulk Update wizard. It outlines the process of selecting employees, choosing current and new security groups, and confirming the update. Important notes include that only employees belonging to the selected current security group will be updated. The document emphasizes checking and confirming the number of records to be updated before finalizing changes.
CCH Central
Bulk Update - Employee Stationed Record
The document outlines the process for bulk updating employees' stationed records in a system. Users can access the Bulk Update option under Find Employees. Three functionalities are provided: creating a new stationed record, updating an existing primary record (excluding the Start Date), and creating a new primary stationed record while marking the old one with an end date. Standard validations are applied for various fields during record creation. Detailed instructions and visuals assist in the process.