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Maintaining critical reporting attributes in your database can be a challenge. With business structure and personnel restructures, reflecting changes back in the database can be time consuming. Until now, any bulk attribute changes required an APS team member to complete changes directly to the database tables at a cost to you. We have listened to your request to have your own bulk maintenance attribute tool and have provided this function in PM 11. Empowering you to make the change you want, when you want in your own time.

What is it?

Bulk Attribute is a self help tool to update certain attributes in the APS database, namely Partner, Manager and Department attributes at both the Client and Matter level. 

Bulk updates can be done either using the selector or by using an excel spreadsheet. Here is the spreadsheet required for this process Bulk Maintenance Tool - Client_Partner.xlsx
 

For more configuration details please view PM V.11 Release Notes and see the Appendix 3.

Please refer to KA-01204 for Bulk Update Frequently Asked Questions (FAQ)

Related Products: APS Practice Management