Bulk Edit Funds

Many settings on a fund can be edited in bulk. There are options to bulk edit all funds at once or just funds in a particular group/subgroup/division/segment. Up to 1000 funds can be bulk edited at a time. 

Bulk Edit All Funds

1. Navigate to the Funds page and click List All in the left-side menu.
2. Click Bulk Edit Funds in the left-side menu.
3. Click a column or group name.
   • In this image, Attributes is the group name for each of the fund settings listed below.
     
     
     
   • Click Attributes to advance to a page where each setting can be edited under the Attributes group name.
   • ID, Fund Name, and Short Name will always appear regardless of the bulk edit group/column name selected.
   • Click an individual setting, such as Promote, to edit and save the setting on all funds. 
4. Make applicable changes, and then click Update.
   • Check a box or select an option from a drop-down immediately under the setting names to apply that setting to all funds.
     
     
     
5. Click another column or group name to edit additional settings.

Bulk Edit Fund Group/Subgroup/Division/Segment

Bulk editing by group/subgroup/division/segment streamlines applying similar settings to all funds in the selected category. 

1. Navigate to the Funds page and click List Groups in the left-side menu.
2. Click a group/subgroup/division/segment ID.
   
   
   
3. Click Bulk Edit Funds in the left-side menu.
4. Click a column or group name.
   • In this image, Attributes is the group name for each of the fund settings listed below.
     
     
     
   • Click Attributes to advance to a page where each setting can be edited under the Attributes group name.
   • ID, Fund Name, and Short Name will always appear regardless of the bulk edit group/column name selected.
   • Click an individual setting, such as Promote, to edit and save the setting on all funds. 
5. Make applicable changes, and then click Update.
   • The only funds you will be able to edit are those in the group/subgroup/division/segment selected.
   • Check a box or select an option from a drop-down immediately under the setting names to apply that setting to all funds.
     
     
     
6. Click another column or group name to edit additional settings.