Articles for Bulk Actions
How to use Bulk Actions to quickly send a mass message, mass event, or bulk update clients.
Learn how the Bulk Actions feature in eCourtDate lets you perform operations on multiple clients at once, including sending messages, creating events, assigning users, and managing client records.
Use the Archive Clients bulk action to remove multiple clients from active views while preserving their complete records for future reference.
Assign tasks to multiple clients at once using Bulk Actions, including the ability to add multiple tasks per action with individual due dates.
Assigning users via Bulk Actions allows you to efficiently assign staff members to multiple clients at once, streamlining case management and saving time.
Save configured bulk actions as reusable templates and import pre-built templates from the eCourtDate template library.
Save your bulk action configurations as reusable templates so you can repeat complex workflows with a single click, saving time and ensuring consistency across your agency.
Create payment records for multiple clients at once using the Bulk Actions feature, including amount, due date, and status configuration.
Schedule bulk actions to repeat automatically on a recurring basis, so your agency can send reminders, update records, and run reports without manual intervention.
Use the Restore Clients bulk action to bring back archived or trashed clients to active status, with date filters to target clients archived during a specific period.
Save any bulk action as a reusable template so you can repeat the same outreach, event creation, or assignment workflow without rebuilding filters and settings from scratch.
Set up recurring actions that run automatically on a daily, weekly, bi-weekly, or monthly schedule from the Recurring Actions page.
Use the Transfer Clients bulk action to move multiple clients to another connected agency, with options to include related records, keep data synchronized, and archive clients after transfer.
Use the Trash Clients bulk action to soft-delete multiple client records at once, removing them from active views while preserving them for future restoration.
Update multiple client records at once by changing their group, status, type, language, or organization through the Bulk Actions feature.
Bulk Actions let you send a message to multiple clients at once, saving time when you need to reach all or a subset of your agency's contacts.
Create multiple events for your clients at once using the Bulk Actions feature, saving time and reducing repetitive data entry.