The All Selected Confirmation window allows you to review the client profile changes you made before you apply the changes to each selected client record.
To confirm changes to multiple clients, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under
- Select the check box to the left of each client of the same type to update in the grid. For example, select all Individual or all Corporation clients.
- Select Update Multiple > All Selected in the Edit group on the Home tab. The client profile displays.
- Click a section on the navigation panel that has information to edit.
- Enter information for the clients. You can only update fields that can be applied to all of the selected clients. Click
in the upper-right corner of the window for more assistance, if needed. - Click Continue when you have completed your changes. The All Selected Confirmation window lists the changes you selected.
- Review your changes to each profile field. If needed, you can remove a change by clearing the corresponding check box. The total number of items listed in the grid and the number of items selected in the grid are displayed in the lower-left corner of the window.
Explain the grid values. - Click Apply Changes to update multiple records or Cancel to cancel the edits and close the confirmation window.
To select consecutive items, press and hold Shift while selecting the first and last check boxes in the series of items you want to select on a page, or while pressing the up or down arrow.
You can select records across multiple pages. There is no restriction on the maximum number of records that can be selected when using Update Multiple. Your selection is retained if you sort or refresh the current view. Your selection is cleared if you change the view or click Clear Selection in the Grid View group on the Home tab. The total number of selected records across all pages displays in the status bar.