Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
These short animations demonstrate the best way to manage your jobs using the Bulk Update function in FYI.
Job StatesWatch this animation to learn how to bulk update Job States across multiple jobs quickly. | |
Job Partner, Job Manager and Key User RolesWatch this animation to learn how to bulk update job assignments seamlessly. | |
Job Start and Due DatesWatch this animation to learn how to bulk update key dates across multiple jobs easily. | |
Key Job DetailsYou can also use the bulk update function to update job names, categories, budgets, and any custom fields as required. Watch this animation to learn how to bulk update job custom fields as required in FYI. |