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.
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.