Bulk Hold

Update the client hold statuses for bulk clients

This tool allows users to efficiently update the statuses of multiple clients with just one click.

You can learn how to:

• Bulk updating client hold.

• Bulk client search to update statuses .

Let's take a quick look at the Screen Layout before proceeding.

The count of clients in their respective client statuses

Each row is selectable, and selecting a row (or a status) will present the Bulk Hold Action Modal, as shown in the accompanying screenshot.

How to bulk update the status of clients?

Using the Bulk Hold Action Modal, shown above, the process requires the user to

Verify the clients within the table of clients.

• If the user wishes for a client to maintain their current hold status, simply locate the client and remove the client by clicking or tapping the " " icon located at the end of each row.
• Using the search bar may assist the user in locating the client within the table.

Select the desired Hold Status

All options include:

• Active

• Management Hold

• Deceased

• Future Hold

• Bad Debt Hold

• Debt Review Hold

• External Debt Collector Hold

• Payment Dispute Hold

• Fraud Hold

• Refund Hold

To read up more on Client Hold statuses, click here.

Using the Bulk Search Feature

Selecting the "Bulk Search "primary button will present the "Search Clients" modal (depicted in the screenshot below) which allows the user to search for clients by:

• Pasting in bulk client numbers or ID numbers (separated by commas).

• Selecting a branch for which all clients within that branch will be received.