Change in Bulk – Change the value of multiple cards in a single step

The Change in Bulk feature allows you to choose the value that you want to replace, the value with which you want to replace it and for which cards.

To access this new feature, click Change in Bulk at the top right corner.

If the user does not have this right, the option will not be visible in the menu.

In the following example, we will be changing the return status for all cards whose Group is set as Montreal.

The following dialog box will display once you click Change in Bulk.

In the displayed dialog box, you can select the information to be updated from the desired drop-down menus.

The Update drop-down menu contains a list of fields that can be changed in bulk. The fields are the following:

  • Return Status
  • Category

  • Groups (Office for dashboards for the year 2021)

    • Note that the groups can be modified in batches only for Taxprep dashboards, for CCH iFirm Taxprep the groups will have to be updated directly from CCH iFirm contacts.

  • Each role present in the system (Including custom roles)

The Change to drop-down menu is populated by the values based on the selection made in the Update drop-down menu.

For example: If Category is selected from the Update drop-down menu, the Change to drop-down menu will be populated with values for the categories present in the system.

If you select the Return Status filter, the Change to drop-down menu will be populated with the system return status as shown below.

For this example, let us select Reviewed as the return status to which we want to change.

  • As depicted in the above image, the number of returns concerned by this change is displayed near the bottom.

    The Return Filters section can be used to filter the number of cards to which this change should be applied to. The Return Filters section contains drop-down menus for:

  • Return Status
  • Category

  • Groups (Office for dashboards for the year 2021)

  • Each role present in the system (Including custom roles)

The drop-down menus for each filter will be populated from system values.

For this example, let us select Montreal from the Group-1 drop-down menu.

As depicted in the above image, you can see that the number of returns concerned by this change has changed.

Once you click Apply, the return status of all the cards that have Montreal as Group-1 will be changed to Reviewed.