Bulk updating clients made easy. You may bulk update Partner In Charge, Bookkeeper, Locations, Tags (Add or Remove), and more!
How to Bulk Update Clients:
1. Navigate to the Clients tab located on the black ribbon.
2. Select the blue All button on the left-hand side or select the multiple clients that you would like to bulk update.
3. Select the gear icon and then select Bulk Update.
4. The Bulk Client Update screen will pop-up. Select the item which you would like to bulk update and select Save at the bottom.
5. Only users with the PIC, Bookkeeper, or Manager roles will be able to bulk update clients who have "Restricted Document Access" or "Limited User Access" enabled. This restriction ensures that users without these roles cannot change or update the PIC, Bookkeeper, or Manager roles assigned to a client.
A User without the PIC, Bookkeeper or Manager roles will receive the below alert if they attempt to change those roles within a Client that has Restricted Document Access or Limited User Access enabled.
Multiselect Client Custom Fields
When bulk updating a multiselect client custom field (such as Services Provided), Firm360 displays the following warning:
"The Services Provided value on all selected clients will be overwritten with this selection."
The new selection overrides existing values during a bulk update — the new selection replaces any values currently saved on those client records. Before applying the update, confirm that your selection includes all values you want saved on the affected clients.