How to Guide: Bulk Actions

This Guide will review how to use the Bulk Actions feature.

To locate the Bulk Actions Feature, go to All Cases list and click Global Case View.

Once inside the page select Bulk Actions located at the top right side of the page.

The Bulk Actions page will preview All Cases uploaded Except Archived/Inactive Cases.

With the Bulk Actions page you can search by:

Debtor name, Debtor Address, Debtor Postcode, Agent

Cases Eligible for bulk actions are displayed in a list that will preview information on cases such as Debtor primary information and Case Status, Outstanding balance owed, Agent (if any assigned).

On the image below we see that no agents are assigned to any case, but we can assign agents to more than one case by ticking the box next to the Debtors name.

Selecting cases to action:

We have now selected 2 cases we want to action; you may select more if needed. By clicking the pen icon above the ticked boxes, we will be able to action the cases selected.

We clicked the pen icon now we can see:

Editing 2 Records: The number of Cases you chose to action

Status: Current status of the cases selected. This field is editable

Agent: A dropdown list of agents available for the cases to be assigned to

Link / Unlink: Will link the selected cases together. Useful if debtor has more than one case/invoice overdue

Reason for Change: Field available to leave the reason for the changes made or brief comment

Update: Confirms the selected action and updates the fields

Cancel: Cancels all changes done and close pop-up window

For this Example we have decided to assign an agent for both cases so we can see that the field has been updated and the agent name appears alongside the list