NetLoan - Flagged for Mass Update
Use Case: When working with large amounts of data and records within NetLoan, you may want to run a batch job on multiple records. To do this, you can flag the records for mass update and use that as a filter on the batch job processing screen. In NetLoan, this function can be used for mass schedule generation, mass commencing, mass modification, mass updating, and time machining of loans.
STEP BY STEP PROCESS
In order to flag a record for mass update, you can check the box on an individual record, or if you have multiple records you would like to update, you can do so with a quick CSV upload.
Individual Record
- To mark an individual record as flagged for mass update, simply navigate to the desired lease record and hit Edit. Once in Edit mode, navigate to the Accounting tab and check the box labeled “FLAGGED FOR MASS UPDATE”, then hit Save.
CSV Import
- To mark multiple records as flagged for mass update via CSV Import, follow the instructions outlined in CSV Upload to Change Fields.
- Once you have the internal ID's listed for the records you wish to flag for mass update, create another column labeled Flagged for Mass Update, and mark each row as Yes.
- Once you have created the CSV, the file to upload should look similar to the CSV file below:
- Once the import has been completed, you can now use the “Flagged for mass update” box as a filter on any of the mass update screens.
- Once the desired batch job or mass update has been processed, any of the records that were mass updated will no longer be checked, (marked "Yes" for flagged for mass update) and will no longer show up when using that filter.