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

Verify the clients within the table of clients.
  • 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.

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