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Bulk remove tags in a client basket

Using the bulk assign/remove feature in a client basket allows you to bulk change certain aspects of all records in the basket saving you time.

 

To use the Bulk Remove feature: 

  • Open the Client basket from the smart navigation or run a search in the Client Grid 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
    client-grid-search-options
  • This will open the Bulk Assign popup.
  • When the pop up appears select 'Remove' from the drop-down menu and then select the tag from the list you wish to remove, press Assign

client-bulk-assign-pop

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.