Note: The new Tag functionality and some of the screens shown in this article are being rolled out in phases and may not yet be available in your account.
Overview
On the Individuals and Individual Leads pages, you can update many Individual Records at once.
IN THIS ARTICLE
How to bulk update
You must belong to a Security Group with the Individual “Visible” and “Edit” permissions to bulk update Individual Records in your account.
- Go to the Individuals or Individual Leads 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 field you want to change and set the new value.
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*
- Tags - Add
- Tags - Remove
*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.