Use the Multiple Change option

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.

Smart.png
  • 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.

multiple changes.png
  • 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:

    1. Open a client or vendor price profile.

    2. Scroll down to the Rates table.

    3. Select the required rates.

    4. Click the icon in the header.

    5. Click the Multiple Change option.


Provide multiple changes

Classic tasks and jobs

On the Multiple Change - Choose Issues page:

  1. With a radio button, select what you want to change - Tasks or Jobs.

  2. Select the tasks or jobs you want to make changes to.

  3. Select the Operation type:

    • Edit for changing settings and data

    • Transition for changing multiple statuses

    • Delete for deleting multiple jobs or tasks.

  4. Click the Next button.

  5. For editing:

    1. On the Multiple Change - Operation Details page, check the boxes for the settings you want to change and provide new data.

    2. Click the Next button. You will be directed to the Multiple Change - Confirmation page.

    3. Check if the listed changes are correct and click the Confirm button.

  6. For transition:

    1. On the Multiple Change - Transition page, select which transition you want to perform.

    2. Check the list of tasks or jobs to which the transition will be applied.

    3. Click the Confirm button.

  7. For deleting:

    1. On the Multiple Change - Confirmation page, check the list of tasks or jobs to be deleted.

    2. Click the Confirm button.

Clients

The settings on the Client - Multiple Change page are divided into six tabs:

  1. Main data

  2. Language Combination

  3. Edit Rates

  4. TM Rates

  5. Templates

  6. Portal Settings

Use the radio button to switch between the options:

  • select Set to change the setting

  • select Add to add a new setting without overwriting the previous ones

  • select Remove to delete the selected settings.

To learn more about specific settings related to the client profiles, see the https://help.xtm.cloud/xtrf/home-portal/modules/en/client-profile.html article.

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

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:

  1. Main Data

  2. Account Data

  3. Preferences

Use the radio buttons to switch between the options:

  • select Set to change the setting

  • select Add to add a new setting to those already set in the contact person profile

  • select Remove to delete the selected settings.

To learn more about specific settings related to the client profiles, see the https://help.xtm.cloud/xtrf/home-portal/modules/en/client-contact-person-profile.html article.

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

On the E-mail/Text Message Template - Multiple Change page:

  1. In the Templates to be changed section, check if the correct templates are selected.

  2. In the Properties to be changes section, decide whether you want to:

    • Change the theme

    • Activate or deactivate languages

    • Restore content.

  3. Select the desired values from the drop-down lists.

  4. Click the Confirm button.

Rates

On the Rates - Multiple Change page:

  1. In the Rates section:

    1. Select the Set radio button and decide on the type of changes with the radio buttons:

      • change by percentage

      • change by value

      • set to value

    2. Provide the desired number in the related field.

  2. In the Minimum Charge section, you can check the lowest acceptable charge for the selected rates:

    1. Select the Set radio button.

    2. Provide the new value.

  3. Click the Next button.

  4. To save the changes, click the Confirm button.

Users

Vendors

Vendor contact persons

Vendor price profile - update language combinations

Workflow Definitions (Classic)