Often the values for our clients are in the wrong case. We can change whole fields to uppercase (like postcodes), lowercase (like email or web addresses), Title Case (like names), Sentence case (like addresses) or change plain quotes to more pleasing curly quotes. Changing a set of clients this way is much faster than updating them individually. Only Group Managers or Administrators have the ability to clean clients.
- Click the Action button and choose Clean Clients. Click the Case tab. Choose the field you wish to update from the Update pop up list.
- Choose the desired Make All Text value.
- Click Preview to view only the fields that will be changed. Fields that are unchanged remain blank. Fields that are changed to become blank are shown as «Blank» and all text will be removed. Ensure the clients and new values are correct as the update cannot be undone.
- Click Update. Every Marked Client will now have that field changed to the new value.
Options
- You may want to perform an Export before updating.
- You can change the values for most pop-up list attributes using the Options-Edit Group details window.
- Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired