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Status Future consideration
Workspace Case Management
Created by Guest
Created on Aug 6, 2023

Dashboard: Perform Mass Actions

It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard.


Some mass action examples might be:

  • Case Status

  • Disposition Type

  • Client Service Type

  • Funeral Director

  • Case Tags

...to name a few.


In order to do this, you will likely need to have a checkbox to select the cases for which you want to perform these actions. Alternatively, you could make it a Ctrl + Click option to select.

  • Attach files