How to bulk update Individual Records

Overview

On the Individuals page, you can update many Individual Records at once. You can change Individual Type, Individual Status, and Servicing Agent. You can also add people to Call Queues or remove them.

IN THIS ARTICLE

How to bulk update

Go to the Individuals page.

In the far left column, check the boxes next to the records you want to update.

To select all records on the current page, check the box in the column header.

Select the ‘Bulk Update’ button to show the Bulk Update pop-up screen.

In the pop-up, choose the fields you want to change and set the new values.

Note: Updating Type, Status, or Servicing Agent can trigger Servicing Automated Workflows.

Select the ‘Update Records’ button to apply and save your changes.

Fields you can bulk update

• Individual Type
• Individual Status
• Servicing Agent
• Call Queue*
• Remove from Call Queue*

*These options are only available for AMS+ accounts with the Elevate subscription. Your account must also have at least one Call Queue set up. Learn more.