Feature: Bulk Update Primary User

Summary of Feature: 

Updating primary users in bulk can be used when you would like to update the primary user on multiple cases. This allows you to save valuable time for your team, because you no longer have to update information on a case-by-case basis. 

Step by Step Guide: 

1. Once you have identified the cases you want to update by using filters, click the checkbox in the column header row. You can also manually click all of the cases you want update. Once you have chosen more than one case, the bulk actions button will appear. 

2. Click "Bulk Actions"

3. Click "Assign Primary"

4. Check the primary that you would like to add to the cases.

5. Click "Update the Primary"

6. Confirm the update for the cases. Click "Update the Primary on x cases"

Additional Information:

If your business is integrated with a CMS, this update should take place within your CMS in order to keep the integration between Case Status and your CMS running smoothly. Updating this information directly in Case Status instead of your CMS can cause unnecessary communication during the syncing process that could reduce client satisfaction.