CRM Software for Economic Development Organizations
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How do I batch update several clients, sessions or inquiries all at the same time?

In Neoserra, administrators can update certain client, sessions or inquiries fields, for multiple records, all at once. This allows the administrator to quickly set a default value in a newly created user-defined field or simply update one of the system defined fields:

Please note, the functionality described in this FAQ is not reversible! Before you click to "Save" your updates, you should verify that everything is accurate on the screen. Making mass updates could affect your scorecards numbers as well as your SBA and DLA reporting information. Keep in mind that administrators have the ability to overwrite locked data, so please use this feature with extreme caution!

Client Batch Update

To update a particular field within multiple client records at once you can use the "Batch Update" menu option as discussed below:

  1. You will first want to enter Administrator-mode.
  2. Select View|Clients
  3. Next, create a client filter to isolate those clients whose data you want to update.
  4. With these clients in the view window, select More|Batch Update.

  5. From the drop down selection at the top of the screen choose the field you want to update, and choose the value you want to set the field to.

  6. All clients are checked by default, meaning all clients in your view will be updated. If there are some clients whose data should not be updated then you should either refine your filter or manually uncheck these clients.
  7. Click "Save" to affect the change. Neoserra will provide you feedback and let you know how many records were updated.

This feature is particular powerful when you need to reassign clients from one counselor to another counselor.

Session Batch Update

In addition to updating client fields, you may also want to update some fields within your session records (counseling sessions, awards sessions, capital funding session and milestone sessions). For example, you may need to reassign certain sessions to another center, or perhaps you need to make certain sessions reportable or non-reportable.

  1. You will first want to enter Administrator-mode.
  2. Under the Activity menu option, select either counseling, awards, capital funding or milestones.
  3. Next, create a filter to isolate those session records whose data you want to update.
  4. With these sessions listed in the view window, select More|Batch Update.

  5. From the drop down selection at the top of the screen choose the field you want to update, and choose the value you want to set the field to.

  6. All session records are checked by default, meaning all sessions in your view will be updated. If there are some sessions where the data should not be updated then you should either refine your filter or manually uncheck these sessions.
  7. Click "Save" to affect the change. Neoserra will provide you feedback and let you know how many records were updated.

Inquiries Batch Update

In addition to updating client and session fields, you may also want to update some fields within your inquiry records. For example, you may need to set certain inquiries to reportable or non-reportable.

  1. You will first want to enter Administrator-mode.
  2. Under the Activity menu option, select inquiries.
  3. Next, create a filter to isolate those inquiries whose data you want to update.
  4. With these sessions listed in the view window, select More|Batch Update.

It is worth mentioning again that the batch update process cannot be undone. When you click "Save" on the Update screen, then the records are all instantly updated. You will need to manually undo the changes should you have made an error.



Want more? Browse our extensive list of Neoserra FAQs.