The bulk assign feature in a basket allows you to bulk change the following details to client records:
- Client Owner
- Client Priority
- Client Source
- Job Title
- Block Bulk Email
- Block Bulk SMS
- Bulk assign or remove tags from the client records.
To use the Bulk Assign feature:
- Open the Client basket from the smart navigation panel that contains the records you want to bulk change.
- In the Client Grid tool bar select the Bulk Assign button, it looks like two pencils and a red arrow pointing right. This will open the Bulk Assign popup.
- When the pop up appears select the criteria you wish to bulk change and click Save.
Please note that if you are bulk changing a large amount of records it may take a short time for the system to index the changes made.