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