When something changes that affects a lot of entities \u2014 for example you have a new sales representative \u2014 save time by changing that particular setting (field) for a group of records \u2014i.e., all of the affected contacts \u2014 at once. Use the Bulk Update function to update multiple \u00a0firms, contacts, or locations at the same time.<\/strong><\/p>\n Depending on the information you want to change, you select:<\/p>\n For contacts, you can update their billing rates, their classification, whether or not to send them marketing materials, their designated gender, credit rating, client rep, sales rep, what salutation to use in addressing them, and their preferred methods for receiving invoices and statements.<\/p>\n You can choose to change every listing in Contacts, only those listings for contacts that are still doing business with you (active clients), or select a custom set of contacts to update \u2014 such as all the contacts at one firm. You can also search for all contacts assigned to a single client rep or sales rep if you are bulk updating those contacts to a new client rep or sales rep.<\/p>\n For firms, you can update many more fields:<\/p>\n Like contacts, you can choose to change every listing in Firms, only active firms, or a custom set of specific firms. You can also search for all firms assigned to a single sales rep if you are bulk updating those firms to a new sales rep.<\/p>\n For locations you can update:<\/p>\n As with the other entities, you can choose to change every listing in Locations, only active locations, or a custom set of specific locations.<\/p>\n When you select Update All for firms, contacts, or locations, MR9 warns you that you are about to update all the entities in the selected table and you must affirm that you want to change the entire table. The default reply is No to help minimize errors made with this irreversible command.<\/p>\n NOTE:<\/strong> In addition to the stand-alone Bulk Update function, Billing Rates<\/a> has a Mass Update feature (in the Service Item Master<\/a>), which you can use to\u00a0update rates in multiple billing rate tables at once.<\/span> With these power-user features, you will be able to keep your MR database updated more easily.<\/p>\n TL;DR: If you have a number of entities that need the same information changed, save time by changing them all at once.<\/strong><\/p>\n Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n Firm:<\/strong> Business you provide services to \u2014 usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.<\/p>\n Location:<\/strong> Place where records are stored \u2014 such as hospitals, schools, doctors\u2019 offices, or businesses.<\/p>\n Parent Firm:<\/strong>\u00a0Headquarters of a multi-branch corporation.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
Update contacts<\/h2>\n
Update firms<\/h2>\n
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Update locations<\/h2>\n
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There is no Undo in Bulk Update<\/h2>\n
MR9 concepts in this lesson<\/h4>\n