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Introduction
The Multiple Change option lets you simultaneously change different settings for several entities of the same type.
Access the Multiple Change option
To provide multiple changes in a Smart view (for clients, vendors, client and vendor contact persons), select several entities and click the Multiple Change button at the top of the page.
To provide multiple changes in a Classic view (for notification templates, users, and workflow definitions), select several entities, click the icon in the top left-hand corner of the entity table, and select the Multiple Change option.
To provide multiple changes for tasks and jobs in Classic projects and quotes, open the project or quote in question and click the Multiple Change button under the Project/Quote menu.
To provide multiple changes for rates:
Open a client or vendor price profile.
Scroll down to the Rates table.
Select the required rates.
Click the icon in the header.
Click the Multiple Change option.
Provide multiple changes
Classic tasks and jobs
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On the Multiple Change - Choose Issues page:
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Clients
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The settings on the Client - Multiple Change page are divided into six tabs:
Use the radio button to switch between the options:
After you make the necessary changes, click the Next button. You will be directed to the Client - Multiple Change Confirmation page, where you can review the changes and save them by clicking the Confirm button. Editing rates through the Multiple Change page is especially useful when you want to raise or lower all the rates for your client(s). In the Edit Rates tab, select the Overwrite existing rates radio button and provide the desired percentage in the change by percentage field. All the rates will be rewritten accordingly. |
Client contact persons
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On the Client Contact Person - Multiple Change page, you can select the profile settings you want to change for all selected contact persons. Those settings are divided into three tabs:
Use the radio buttons to switch between the options:
After you make the necessary changes, click the Next button. You will be directed to the Client Contact Person - Multiple Change Confirmation page, where you can review the changes and save them by clicking the Confirm button. |
Notification templates
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On the E-mail/Text Message Template - Multiple Change page:
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Rates
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On the Rates - Multiple Change page:
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Users
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On the Multiple Change page:
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Vendors
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The settings on the Vendor - Multiple Change page are divided into five tabs:
Use the radio button to switch between the options:
After you make the necessary changes, click the Next button. You will be directed to the Vendor - Multiple Change Confirmation page, where you can review and save the changes by clicking the Confirm button. Editing rates through the Multiple Change page is especially useful when you want to raise or lower all the rates for your vendor(s). In the Edit Rates tab, select the Overwrite existing rates radio button and provide the desired percentage in the change by percentage field. All the rates will be rewritten accordingly. |
Vendor contact persons
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On the Vendor Contact Person - Multiple Change page, you can select the profile settings you want to change for all selected contact persons. Those settings are divided into two tabs:
Use the radio button to switch between the options:
After you make the necessary changes, click the Next button. You will be directed to the Vendor Contact Person - Multiple Change Confirmation page, where you can review the changes and save them by clicking the Confirm button. |
Vendor price profile - update language combinations
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In the Vendor Language Combination - Multiple update pop-up:
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Workflow Definitions (Classic)
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On the Workflow Definition - Multiple Change page:
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bulk edit |