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.


            Note: Tags, Role, Portals and Budget can also be bulk removed by selecting the box  

            on the right-hand side of Bulk Remove.


  5.       Select {Save}. A pop-up will indicate the selected contacts have been updated successfully.