1. Batch Changes

2. Batch Changes - Setup Patricia Reports Template
Criteria = NONE
Template
Any Template Type but Batch
No need to Auto Print

3. Batch Changes – Setup cont.
Maintenance > Term Configuration
Create a Label
Name Type
Actions
Name Connection
Templates
Terms
Security Group

4. Batch Changes - Patricia
Actions > Batch Operations > Batch Changes > New Job
Select Name (Extended Attributes)
Print Workflows
Case Summaries
Use Name Matrix
Case Selection

5. Batch Changes – Batch Examples
Change Contact
Assignment
Change Parties
Close Case

6. Batch Changes – Name Reports
Log Reports
Name Info Log
Standard Name Reports
Client List
Name List
Name Summary

7. Questions?
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