Updating matters in-bulk saves you time when several matters need the same change. You will likely want to make use of this feature if you have a large number of matters. Any access-level of Brightflag customers can bulk update matters.
The bulk matter updating functionality can be enabled in your background settings. To do this, make a request with email@example.com or your company's dedicated Customer Success Manager.
To bulk update your matters:
Navigate to Menu > Matter Management > Search/Add Matters.
Use the filters to find the matters you would like to update. At least one filter must be set.
Click Search when you have set your filters.
Use the tick box beside each Matter Ref to select the matters to be updated. Alternatively, you can tick the box at the top left corner of this grid to select all open matters that were returned in your search (this is for just the current page, not all pages).
Closed matters can't be updated. If you would like to update a closed matter, you must open it first.
Click Update on the right side of your screen.
Select the relevant matter property in the dropdown list and enter the new value(s). Listed below are matter properties you can choose from:
- Matter Category
- Matter Participant
- Internal Matter Lead
- Custom matter fields
Click Apply for matters to save the changes.
After, a pop up will read X matters updated successfully in the top right corner.
Be extra careful to set the correct filter when making a bulk update to avoid any unintended changes. If you would like to bulk create matters, click here.