Edit a Batch

Staff can edit a batch as needed. For example, staff can change Batch Status from Open to Pending.

1. In the tab bar, click  App Launcher, or in Salesforce Classic, click  Nimble AMS, Staff View, Button, All Tabs.

2. Click Batches.

3. Select a list view—like All Batches—and click Go!

4. Click Edit next to the batch you want to modify.

5. In Title, enter or edit the name of the batch.

   The Title can only be updated for Manual batches. Automatic batches automatically add the Title.

   
   

6. If Batch Status is Open, you can update it to Pending.

   Batch Status should only be changed when Health is

   
   

7. Click Save.