Fortix PlatformFortix Freedom Business Systems Sales OpportunitiesBulk Action Tag (Add or Remove) for Multiple Opportunities

Bulk Action Tag (Add or Remove) for Multiple Opportunities

Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to add or remove tags to multiple records in Opportunities at once.

Open the Opportunities Page

Click the Tick boxes of all the opportunities that will be changed. Then Click the Actions Menu option - three dots or three lines.

Maximum of 1,000 records can be changed at once.

Select the Assign Tags option from the Actions Menu.

Click the Assign Tag Icon. The Tags page opens with the ASSIGN TAGS form. Select the Tag to assign by Clicking in the Tick box. Choose between Assign and Remove

Select the Tag to assign by Clicking in the Tick box.

Click the SAVE button to commit the changes to the system.

The Follow-up Tag has been assigned.

Or to remove a Tag from Multiple records, click the Tick boxes in all the records where the Tag needs to be removed from.

Select the Assign Tags option from the Actions Menu.

Click the Assign Tag Icon. The Tags page opens with the ASSIGN TAGS form. Select the Tag to assign by Clicking in the Tick box. Choose between Assign and Remove

Select the Tag to remove by Clicking in the Tick box.

Click the SAVE button to commit the changes to the system.

The Follow-up Tag has been removed from the selected records.

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