Smartstaff, administrator
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* When updating Level 1, if you wish to add a contact to the contacts section you must also select which [[Role]] they will be added with.
* When updating Level 1 or Level 2, if you wish to add a provider to the entity you must also select which [[Role]] the Provider will be added with.
===Select Action===
Next you need to select the action to be executed when you run the batch update feature.
The actions available will be dependent on the entity that is being updated.
====Level 1s====
[[Image:BatchUpdateL1.png]]
Options available include:
* Update Status to: allows status of the level one to be changed to a value selected from the adjacent drop-down.
* Update Archived to: allows records to be [[Archiving Records|archived]].
* Update Primary contact to: allows primary contact in the level one to be updated to contact selected in the adjacent lookup field.
* Update Contacts: allows contacts to be added, updated or removed from the Contacts section of the level one. The option to update, delete or add is based on the action selected in the drop-down list.
[[Image:BatchUpdateL1b.png]]
* Update Organizations: allows organizations to be added, updated or removed from the Accounts section of the level one. The option to update, delete or add is based on the action selected in the drop-down list.
===Batch Update===