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
- Navigate to the Funds page.
- Click List in the left-side menu.
- Click Bulk Edit 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.
- 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.
- In this image, Attributes is the group name for each of the fund settings listed below.
- 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.
- 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.
- Click List Groups in the left-side menu.
- Click a group/subgroup/division/segment name.
- Click Bulk Edit in the left-side menu.
- 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.