Note for accounts using Sales Records: The Tag functionality shown in this article does not apply to your account. Tags are available for Enhanced Records accounts only. To check if your account is on Enhanced Records, visit the Subscription page.
This article explains how to use the Bulk Update feature to update multiple Individual Records at once from the Individuals or Individual Leads page, including which fields can be updated in bulk.
Requirements
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Individual Visible and Edit permissions.
- If you're an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
- To update Call Queue fields:
- Your agency's AMS+ account must be subscribed to the Elevate package.
- Your agency must have at least one VoIP phone number. Learn more.
- Your agency must have at least one Call Queue created. Learn more.
How to bulk update
- 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 (Elevate only)
- Remove from Call Queue (Elevate only)
- Tags - Add
- Tags - Remove