Change in bulk

Change in bulk lets you change the value of a field - such as a return status, a category, a group, or an assigned role - on many cards at the same time, instead of opening and editing each card individually.

Before you begin

  • Security role required:Tracking - Cards - Changes in bulk. If you do not have this role, the Change in bulk action is not available. Ask your firm's Tracking administrator to add this role to your security profile.

  • You also need the base Tracking - Access to Tracking role to open the dashboard at all.

  • The cards you want to change must be selected before you open Change in bulk - selection is done from the Summary tab, using the row checkboxes.

  • Only one Change in bulk operation can run at a time. You cannot start a second one while one is in progress.

  • Some fields inside the Change in bulk dialog may not appear for you - this depends on your security roles and on your firm's settings (for example, contact groups or job groups that a firm has deactivated do not appear as options).

Caution - this action cannot be undone. Applying a change in bulk updates every affected card immediately; there is no built-in “undo” for a completed change in bulk. Review the field, the new value, and the number of cards affected before selecting Apply.

Caution - do not refresh the page while a change in bulk is running. Refreshing the page stops the process partway: cards already updated keep their new value, and the remaining selected cards are left unchanged.

Steps

  1. Open the dashboard and go to the Summary tab.

  2. Select the checkbox of each card you want to change. As soon as at least one card is selected, a status bar appears showing the number of cards selected and an Actions menu.

  3. From the Actions menu, select Change in bulk. The Change in bulk dialog opens.

  4. In the Update dropdown, select the field you want to change. The list of available fields depends on the application that powers the dashboard (for example, Return Status and Category for CCH iFirm Taxprep T1 and Taxprep des particuliers; Job Status and Priority for Jobs & Billing).

  5. In the Update field, select or enter the new value.

    • For Jobs & Billing dashboards only: if you select Job Status while cards with more than one job type are selected, an error message appears - the job status can only be changed for cards that share the same job type. Adjust your selection and try again.

    • For Jobs & Billing dashboards only: if you select Target Start Date or Target End Date, the date you enter cannot conflict with the existing start or end date already set on one or more of the selected cards - an error message appears if it does.

  6. Review the count shown below the fields (for example, “12 returns will be affected” or “5 jobs will be affected”). This reflects the cards you selected in step 2.

  7. Select Apply. The selected cards are updated in batches of 100 - a counter increases in real time. If an individual card fails to update, it is skipped and does not count toward the total; the process continues rather than stopping. While it runs, you cannot close the dialog or start another change in bulk.

  8. When the process finishes, select Close.

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Every card that updated successfully now shows the new value on the dashboard. The dialog displays the final count of cards that were affected, which may be lower than the number of cards you originally selected if one or more updates failed.