Mass Assign Entity Types in Practice CS

Mass Assign Entity Types in Practice CS

  1. Go to Setup > Clients.
  2. Click Edit Multiple Clients.
  3. Choose Change Client Information.
  4. Filter by Entity Type - is blank.
  5. Select all Clients of similar entity and click Next.
  6. Choose the appropriate Entity from the drop-down.
  7. Click Finish and repeat steps until all clients have been assigned an entity.

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