Changes

Batch Update

5 bytes removed, 17:31, 2 October 2013
no edit summary
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. ** Update Providers: allows assignment, updating or removal of L1 providers against the selected level ones. The option to assign, update or remove is based on the action selected in the drop-down list. ** Update Providers(L2): allows assignment, updating or removal of L2 providers against the selected level ones. The option to assign, update or remove is based on the action selected in the drop-down list.
* '''=====Level 2s / 3s'''=====
[[Image:BatchUpdateL2.png]]
Options available include:
** Update Status to: allows status of the level 2 or 3 to be changed to a value selected from the adjacent drop-down. ** Update Primary contact to: allows owner in the level 2 or 3 field to be updated to contact selected in the adjacent lookup field.
===Batch Update===
Smartstaff, administrator
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