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.
Once completed, bulk edits cannot be reversed. If a bulk edit is accidentally made, it will need to be manually corrected on each individual fund. Verify what is being edited prior to clicking Save.
Bulk Edit All Funds
- Navigate to the Funds page and click List Open in the left-side menu.
- Click Bulk Edit Funds in the left-side menu.
- 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.
- In this image, Attributes is the group name for each of the fund settings listed below.
- 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.
- If Fund Summary or Fund Detail Summary is selected in step 3, html or text can be added to the respective fields on the funds.
- In this example, Fund Summary is selected and both html and text are added to the Fund Summary fields.
- In this example, Fund Summary is selected and both html and text are added to the Fund Summary fields.
- Check a box or select an option from a drop-down immediately under the setting names to apply that setting to all funds.
- 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.
- Navigate to the Funds page and click List Groups in the left-side menu.
- Click a group/subgroup/division/segment ID.
- Click Bulk Edit Funds in the left-side menu.
- 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.
- In this image, Attributes is the group name for each of the fund settings listed below.
- Make applicable changes, and then click Update.
- The only funds that can be edited 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.
- If Fund Summary or Fund Detail Summary is selected in step 3, html or text can be added to the respective fields on the funds.
- In this example, Fund Summary is selected and both html and text are added to the Fund Summary fields.
- In this example, Fund Summary is selected and both html and text are added to the Fund Summary fields.
- Click another column or group name to edit additional settings.