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RangerMSP User Question*
Are we able to change the Status of an account via a bulk conversion? We need all Accounts with a 'Status Ext.' of 'Complete' or 'Lost Job' to have a 'Status' of 'Inactive'. -- * Question received by email and shared here for the benefit of our users. |
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Answer
Yes, sure, there is an option to update status for multiple Accounts at once. Before anything - take a backup! The first step is to filter the Accounts list to only show Accounts you want to update. Then you can use the 'Batch Update' feature (from the menu select: Accounts > Tools > Batch Update) to set ALL listed Accounts as inactive. Same trick can be used to batch update other Account fields. We hope this helps! |