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.

Bulk Edit All Funds

1. Navigate to the Funds page.
2. Click List in the left-side menu.
3. Click Bulk Edit 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.
     
     
     
   • Clicking Attributes advances to a page where you can edit each setting under the Attributes group name.
   • ID, Fund Name, and Short Name will always appear regardless the bulk edit group/column name selected.
   • If you click an individual setting, such as Promote, you'll be able to edit and save that setting on all funds. 
5. Make your changes, 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.
     
     
     
     
     
6. 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.
2. Click List Groups in the left-side menu.
3. Click a group/subgroup/division/segment name.
4. Click Bulk Edit in the left-side menu.
5. Follow the steps in the above Bulk Editing All Funds section.
   • The only funds you'll be able to edit are those in the group/subgroup/division/segment you selected.