Bulk updating the Case tracking contact

Funder Software users can update the tracking contact in bulk buy following these steps:

• To change the Tracking Contact. Use the filter first to filter the law firm to be updated.

•  Then select the cases you want updated by clicking the tick boxes. Click on the Change Tracking Contact option.

• Once a pop-up window appears, type in the name of the contact and a name list will appear. 

• Select the name of the tracking contact and click Update.

• If  you need to add a new contact, click on the Create a New Contact Instead and a pop-up window will appear. Fill this out with the contact information and Save.

• Once done, the tracking contact will be assigned to all the selected cases.