Bulk Edit Closed Funds
We are working through some clean up projects tied to how we coded groups, subgroups, divisions, and segments. The bulk edit feature works great, but it only impacts opened funds. During a recent audit, we identified 100 closed that needed to be moved from one group to another. The information was crucial for analysis purposes - so we had to reopen 100 funds (one by one), bulk edit the 100 funds, then closed them again (one by one). You cannot open funds in bulk, and you cannot close them in bulk. For new clients not fully aware of how CSuite works post migration, this could be handy.
Luis Leon
shared this idea
02-07-2024: Funds: Added Bulk Open and Bulk Close to the funds left hand menu option, from the List All, List Open, List DAF's, List Agency, List Affiliate screens. This will allow users to filter the list to the funds that need to be opened or closed and use bulk functionality.
When closing the funds in bulk, the system will process each fund individually, users will see the Fund id closed message when the fund is closed. If the fund can not be closed because of balances, the system will show a yellow message with the fund name and id. Clients will need to resolve the issue and go back and start the process again for that fund and any remaining funds after it.
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Emily Hannon commented
We are currently going through the same dilemma. It would be great to have this feature or be able to properly archive fund groups/subgroups/divisions we no longer use since we are not allowed to delete any of these categories if they have affiliated funds. We have 132 closed funds we would like to have their subgroup and division changed - and I would like to avoid going one by one to make these changes...