The Bulk Add page allows you to add ticklers to multiple loans at once.

• Click on Reports & Letters in the menu at the top of the screen.
• Click Ticklers in the menu on the left
• Click Bulk Add in the submenu that appears.
• Click the Add button. A pop up will appear.

• Select the Tickler Template Type you wish to bulk add and the notification date.
• Then use the general, dates, personnel and collateral filter sections to specify loans you want this tickler to be added to. For example, if you select 504 in the loan type, the tickler will be added to all 504 loans. It is important that you go through and enter as many data points as you can to ensure you are adding the tickler to the specific set of loans you want to attach them to.
• Once you finish filling out your information, click Show Summary.

 

• A pop up will appear explaining how many loans the system found that matched your criteria and how many ticklers will be created. Click Ok to continue the process.

 

 

• The system will add the ticklers and display a summary. You will see a list of loans the ticklers were added to, you can click on the log number to access the loan from the pop up. Click ok. The pop up will disappear.

 

 

• You will return to the page where you specified which tickler to bulk add. Click bulk add in the menu again to return to the bulk add table. You should see a record for the bulk add process you have just carried out.

• Click on the hyperlinked date and time ( as seen above) to access a deeper summary than the table provides. You will be able to see the loans the ticklers were added to on this page as well.

 

If there is an error with how the bulk add process was set up, it can be rolled back:

• Click on the hyperlinked date and time in the "Added On" column (pictured above). A summary of the bulk add job will appear. It will list the loans the tickler was added to.
  • You can go in and individually delete the tickler from individual loans by clicking on the loan log.
• If you want to remove the tickler from all the loans it was added to, click the Roll Back button. This will roll back the bulk add process and delete all the created ticklers.

 

 

• When you click Roll Back, a pop up will appear warning you that this is permanent and that the ticklers created will be deleted.
• Confirm that you want to delete the ticklers and roll back the bulk add operation by clicking Delete.

 

• The page will be updated and you will see a message stating the operation has been rolled back and all associated ticklers have been deleted.

 

Returning to the bulk add page, you will see the record for the bulk add process updated with the rollback information.