The ability to update Partner, Manager, Department and Staff attributes in bulk, either using the selector or an excel spreadsheet. 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.

For more details please download PM V.11 Release Notes and see the Appendix 3. Here is the link to the PM11 Upgrade website:

There is also a copy of the PM 11 release notes attached to this KB.

APS PM V.11 Release Notes.pdf

The Excel import spreadsheet required for this process is attached to this KB. Please download below excel file

Bulk Maintenance Tool - Client_Partner.xlsx

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

Related Products: APS Practice Management