Amberlo now allows users to edit multiple matters at once, making it easier to update information, manage team members, and adjust matter details in bulk. This feature is designed to save time and streamline matter management.
Bulk Editing Matters
To edit multiple matters at once:
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Navigate to the Matters List (1).
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Select the matters you want to update (2)
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Click the Edit (3) button.
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The Edit Items dialog will open (4), allowing you to modify any field, except those with unique values.
Editing Members in Bulk
Managing team members in multiple matters is now more efficient with the Edit Members feature. In the Edit Items dialog, click Edit Members (1) to:
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Remove Members: Click the Remove (4) button next to a member. The member will be crossed out and disabled. You can undo this by clicking Back before saving. Once saved, removed members will no longer appear in the list.
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Replace Members: Click the Replace (3) button next to a member. A list of available team members will appear for selection (3). Once a replacement is selected, both the old and new members will be displayed before saving.
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Change Roles: Modify a user’s role in the Edit Members (2) dialog. If a user has multiple roles across different matters, they will be displayed separately. The previous role will be shown in grey after an update.
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Add Members: Click Add Members (5) to open a list of available users. Search and select new members to assign them to the selected matters.
Reviewing and Confirming Changes
Before saving, a summary of all changes will be displayed, indicating the number of modifications made. After clicking Update, a confirmation dialog will appear to finalize the edits. The process follows the same workflow as other bulk actions within Amberlo.
This new bulk editing capability ensures greater efficiency and flexibility in managing multiple matters simultaneously.
We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!