RB User Guide > Tools > Bulk Update

Updating multiple jobs at once

If you have a number of jobs that need the same information changed, such as a group of jobs that were set to the wrong job type, save time by changing all of the affected jobs at once.

1. Tools > Bulk Update
2. In the Bulk Update window, select Jobs in the Entity drop-down.

3. Select the field you want to update in the Choose field to update drop-down:

   • Job Type

     To change the category of jobs. Job types are set in Lists > Jobs.

   • Sales Rep

     To change the account executive or sales representative for the jobs. Sales representatives are set up in Resources.

4. Selections in Set value to vary depending on the field you chose to update above. If you selected:

   • Job Type

     Select a category in the drop-down. Job categories and list default are set in Lists > Jobs.

   • Sales Rep

     Click .To find the sales representative you want to change to in the Lookup Resource panel, see Looking up resources.
5. Click Next.
6. In the Update To panel, Search By defaults to *Job Date. In Search Criteria fields, enter or select dates in the Date Navigator for Job Date From and Job Date To (required).
7. To further restrict results, select a filter in the next drop-down:

   • (blank)

     Default. If you want to see all jobs within the date range selected.

   • Case

     To restrict results to jobs from a single case. See Looking up cases.

   • Ordering Firm

     To restrict results to jobs from a single firm. See Looking up firms.

   • Ordering Contact

     To restrict results to jobs from a single contact. See Looking up contacts.

   • Sales Rep

     When bulk updating sales reps only

     To search for jobs by the assigned sales representative, click . See Looking up resources.

8. Click . RB9 displays all the jobs that fit the search criteria.
9. Check the box in the Results header to select all jobs in the grid, or check only the boxes of specific jobs to update.
10. Click Update. Then click OK in the popup that appears.

Reference

• Jobs
• Lists > Jobs
• Sales Representative
• Resources
• Lists > Accounting
• Date Navigator

Step-by-step instructions

• Looking up resources
• Looking up firms
• Looking up contacts
• Looking up cases