The Edit option allows the fields of one or more parties to be modified at the same time.
It is important to review the selected field content you plan to modify before committing to any permanent changes. Changes made using the Edit (Mass Update) feature cannot be reversed, so it is recommended to carefully review anticipated modifications prior to making a bulk change. For any questions, contact Support to guide you in this process.
NOTE: You must have at least Enabled permissions to Case > Party Tab and Enabled permissions to Special Permissions > Update Multiple Cases.
In the Party Tab list view, use the checkbox to select one or more parties.
Click Bulk Actions > Edit to bulk edit parties.
An Update Parties window will display where you can select Party roles and Fields to edit.
When finished making universal changes to the selected fields, click the Save button.
A success banner will display when complete.
