Contacts - Bulk Actions


Overview


B
ulk 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.      Select entries to action by checking boxes on the left-hand side. Complete

            fields for selected entries.


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

            the right-hand side of Bulk Remove.


  5.       Select {Save}. A results window will pop-up to indicate the selected contacts

            have been updated successfully.