Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculation needs to be done based on the Bulk Actions tool being used and the fields that are being updated.
Step Action
1. Select {CRM} and then select the Contacts tab.
2. Select entries under Contacts to action by checking boxes on the left-hand
side. You can action all entries by checking box to left of {New} under
Contacts.
3. Select {Bulk Actions}. A modal window will open.
4. Complete the fields. The selection box on the left-hand side will automatically
be checked when the field is filled out.
Below is a list of the all fields available on the Bulk Actions modal for Contacts:
General | ||
Contact Tags | Requires PO | Credit Card Processing Account |
Online Ordering | ||
Payment Options | Language | Role |
Portal Access | Default Portal | |
Budget Access | Default Budget | Budget Required |
Bulk Remove is also available for some fields. To use Bulk Remove option, check Bulk Remove box on the right-hand side of item name.
5. Select {Save}. A pop-up will indicate the selected contacts have been updated successfully.