Bulk Update Edit Profiles

IN THIS ARTICLE:

This article guides you through the process of editing multiple profiles in the People List using the ACTIONS menu. You can either select specific profiles to edit or update all profiles in the list simultaneously. The steps for both options—Edit Selected Profiles and Edit All Profiles—are covered in detail.

WHO CAN PERFORM:

The following permissions are required to perform bulk updates to profiles:

  • View People Profiles: This permission is required for accessing the entity profile-related actions. When disabled, it hides the Entity Profiles tab and prevents users from interacting with people or organization details.
  • Bulk Edit Entity Profiles: This permission is required to use the Bulk Update options on the ACTIONS menu for selected or all persons or organizations. When disabled, the Bulk Update options are hidden.

Bulk Update Overview

The Bulk Update feature on the People List page allows you to make simultaneous edits to multiple profiles. You can choose from the following options:

  • Edit Selected Profiles (N): Update specific profiles by selecting them manually from the list. N indicates the number of profiles you have selected to edit.
  • Edit All Profiles (N): Apply updates to all profiles currently displayed in the list. N indicates the total number of profiles in the grid, either representing the entire workspace or the profiles filtered by specific criteria.

How to Use Bulk Update

  1. Select Profiles to Edit:

    • Edit Selected Profiles (N): Check the box next to each profile you want to edit. You can select all visible profiles on the page by checking the box at the top of the column header. Note that this does not select profiles that are not displayed on the current page.

    • Edit All Profiles (N): This option applies updates to all profiles currently displayed, either in the entire workspace or within filtered results.
  2. Access the Bulk Update Page:

    • After selecting the profiles, open the Bulk Actions menu and choose either Edit Selected Profiles (N) or Edit All Profiles (N) to access the Bulk Update page.

  3. Edit Fields:
    • On the Bulk Update page, you will see a list of all the selected profiles on the left side and the fields available for update on the right side. Choose the fields you want to edit and input your changes.

Fields Available for Bulk Update

Field Description Options
Professional Suffix Enter or remove a professional suffix such as Esq., JD., etc. No Update, Enter Text (apply the same value to all selected profiles), Remove Values (clear existing values)
Verified Set or clear whether the person’s profile has been verified. No Update, Yes (mark as verified), No (unmark as verified)
Key Identify whether a person is a key individual. No Update, Yes (mark as key), No (remove key status)
Custodian Identify whether a person is a custodian. No Update, Yes (mark as custodian), No (remove custodian status)
Function Assign a function such as In-House Counsel, Outside Counsel, etc. No Update, Select a Function (from the drop-down), Remove Values (clear existing function)
Primary Organization Set or clear the primary organization associated with the selected profiles. No Update, Enter Text (apply the same value to all selected profiles), Remove Values (clear existing values)

Custom Fields: Any custom fields created for this workspace that were marked "Display in Bulk Update" will also be available on this page. Refer to the People Profiles > CUSTOM FIELDS section for more details on how to make custom fields display in the Bulk Update page.

Finalizing Updates

After making your selections and entering the necessary updates, click SAVE to apply the changes to all the selected profiles.

Related Articles