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Practice Manager - Bulk update jobs via import

Allow importing csv files to update existing jobs in bulk

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Nicole Hart shared this idea  ·   ·  Report…  ·  Admin →
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  • Carlotta DYEVRE commented  ·   ·  Report

    This would be a huge upgrade, especially to bulk change job states when they pass to complete at the end of each month/year!

  • Timothy Blowes commented  ·   ·  Report

    Being able to bulk change job descriptions would save heaps of time!!

  • Toni Norman commented  ·   ·  Report

    Extremely useful to have this feature. Would save literal hours of work. I am surprised it is not something available yet

  • Sally Black commented  ·   ·  Report

    It would also be useful to be able to bulk update the Job description for existing jobs via import (i.e. where the description wording has been changed in the Template) other than having to update individually for existing jobs.

  • Angela Muecke commented  ·   ·  Report

    The ability to bulk update job budgets via the import function in XPM. It's a manual job to update and is a few hours of work each financial year.