In March, we updated the “Bulk Update” function on Sales Record Lists to include a new option for mass converting/merging Sales Records to Individual Records.
3/24/2024 - Mass Convert/Merge Sales Records to Individual Records
3/24/2024 - Mass Convert/Merge Sales Records to Individual Records
Mass Convert/Merge Sales Records to Individual Records
If you have multiple Sales Records that are ready to convert/merge to Individual Records, you can now convert/merge all of them at once from the Sales Record List.
Simply go to the Record List, check the checkbox next to the Sales Records that are ready to convert (use the list filters to search for specific records), and select the ‘Bulk Update’ button.
In the Bulk Update screen, choose ‘Individual’ from the Convert To dropdown menu. All selected Sales Records will be converted/merged to Individual Records.